Exit Planning

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.

J. Wooden

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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