Jumpstart Program

Ensure Success Today

One of the biggest challenges you’ll encounter as a new CEPA is figuring out how to integrate your certification as an Exit Planner 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 Planner? With Julie’s expertise leading the way, you’ll discover how to successfully create and implement an action plan for integrating your CEPA expertise into your existing practice.

Program Outline

When you become a part of the Jumpstart Program, you gain access to Julie’s curriculum that walks you through the steps in establishing an exit planning strategy.

Over the course of 6 sessions, you’ll work towards:  

  • Getting your Practice off the Ground
  • Building a Collaborative Team
  • Staying Motivated (Setting Realistic Goals)
  • Spreading the Word (Marketing and Business Development)
  • Mastering Practice Execution (Defining a Proven Process)
  • Becoming a Thought Leader in your Market

Invest your time and resources into a program that pays dividends later.

  • Each session runs on one Friday a month, from 9:00-10:30 CST. Learning modules are for the first hour, with open Q&A for the last half-hour.
  • During these sessions, you'll engage with other business owners working towards an exit transition and have the opportunity to network with other advisors.
  • Each of these sessions includes an agenda, with an assignment to help you get the most out of the Jumpstart Program.
  • You will also have the opportunity for an individual 30-minute coaching call with Julie between sessions.
  • Investment in the program includes 2-3 hours per month, along with $2295.00 paid out over 2 or 3 installments. Ask about opportunities for a discount!