Advisors Learn How to Integrate Exit Planning Services Today!

Podcast 170 – The Birthday Show!

The Birthday Show!

Julie Keyes is interviewed on her birthday in this episode! Bob stepped up to ask the questions; here's what they covered.

Julie talked about a couple of client success stories that occured recently. One was a family owned transition to the 3rd generation that's near completion. The 2nd gen owners are taking a lot of time off and allowing the 3rd Gen to run the business, and they're doing so very well.  The other is also a family business, that was intended to be sold externally, until 3 years ago when the son expressed a desire to buy it (over 3 years ago). Fast forward, the son is doing extremely well leading the company growth strategy and sales are the best they've been in several years. 

Julie also talked about two programs she's offering for professional advisors. The “Advisor Program” as it's called is for advisors looking to add exit planning services as a growth strategy for their primary services. She's put together a 6 session course that's delivered in real time, covering best practices in exit planning, coaching and case studiesThe Exit Planning Cohort is a monthly coaching program for advisors that's run similar to a peer group. The advisor can expect a platform to express ideas, seek help and receive positive feedback and advice. The educational content is focused on the exit planning industry. 

The sponsors of the show provide services that help grow the value of any business and provide services to owners that not only mitigate risk, but help them achieve the best outcome at the highest dollar amount.  Julie highlights the services of each show sponsor. 

We are very grateful to the loyal listeners of our show. Without you, we have nothing. 

We want to hear from you! 

If you have any feedback for us on show topics or anything else you'd like to say, please contact us! 

Listen to our Birthday Show here

Connect with Julie Keyes here

Support the show

Are you ready for your best exit? There is no time like the present to prepare.
Check out these resources offered by KeyeStrategies:

Want Even More Insights?

Sign Up for the Poised for Exit Newsletter

Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

Thank you to our Poised for Exit Sponsors!