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Exit Planning

A Proven Exit Planning Process

With years of experience helping entrepreneurs and small business owners plan their exit strategies, KeyeStrategies has developed the optimal process for creating manageable exits when the time comes to part with your company. Our goal is to help you feel confident about your future while taking up as little of your precious time as possible.

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Phase 1: Discover

In this initial phase, you’ll work with KeyeStrategies to assess business- and owner-readiness. We’ll use a variety of tools to gauge where you are and where you’d like to be when the transition is finalized. At KeyeStrategies, we know that the transition process weighs heavily on most business owners’ shoulders. That’s why we have deliverables that will help you develop a clear picture of your future, before the time comes to finalize your decision.

Phase 2: Prepare

During this phase, KeyeStrategies will help you gather the materials and information needed to begin building your nest egg. Excellent preparation with the help of an expert is absolutely crucial to ensuring your ability to maintain comfortable financial stability and that you’re able to continue caring for your family after you’ve exited your business.

Phase 3: Decide

The final phase of our program gives you the opportunity to decide on your next steps. Your anxiety about the transition has been reduced and the stress of maintaining your financial stability has been alleviated, giving you room to make the right choice for yourself, your business, and your family.

To learn more about our proven exit planning process and how KeyeStrategies can set you up for long-term success, send us a message or download the Exit Planning Process Overview below:

The Keyes to Unlocking Successful Exit Planning

Are you one of the 53% of business owners who intend to transition within the next 5 years?

According to the Exit Planning Institute:

  • 76% of business owners plan to transition out of their business over the next 10 years
  • 49% have no transition plan in place
  • 70% will be on the market, but won’t sell
  • 30% of family owned businesses survive to the 2nd generation
  • 12% of family owned businesses survive to the 3rd generation

When the time comes for you to talk about Exit Planning, you can feel secure in knowing that Julie has the education and experience to provide personalized guidance and expertise. 

When opportunity comes, it is too late to prepare.

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KeyeStrategy Solutions

The time we spend together before the business transition is to enhance the value of your business and build upon the asset you have worked so hard to create. We do this by producing and implementing strategies and proven processes that work. So, what is it like to work with me? Here are what some of my clients have to say: 

When the time comes for you to talk about Exit Planning, you can feel secure in knowing that Julie is educated in providing the right kind of guidance and expertise in this area. In the Minneapolis Business Exit Planning practice, Julie follows the methodology of the Exit Planning Institute, from which she received the credential of Certified Exit Planning Advisor.

For more information or to schedule a complimentary session with Julie send us your contact information with a brief description of what you would like to accomplish and we will get back to you shortly.

Julie Keyes is President of the Twin Cities Chapter
of the Exit Planning Institute

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