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Business Exit Planning and Business Transition Planning Programs

Jumpstart Your Exit Planning Practice

One of the biggest challenges you’ll encounter as an Exit Planner is figuring out how to integrate Exit Planning with your current professional practice. How do you align the services you have delivered in the past with those you want to add now that you’re an exit planning advisor? With Julie’s expertise leading the way, you’ll discover how to successfully create and implement a business exit strategy consulting action plan.

Business Transition Readiness

During Julie’s business transition planning sessions she will help business owners unpack the complexities of business transition planning and exiting, dispelling the fear you may have of the unknowns. You will finish this short program knowing what you need to do to prepare yourself and your business and protect the nest egg you’ve worked so hard to build.