JULIE KEYES
Julie Keyes is a Business Consultant and Certified Exit Planner based in Central Minnesota. Her company, KeyeStrategies has worked with business owners of private companies since 2012. Julie’s been an entrepreneur herself for many years and has won numerous national awards for her work in exit planning.
She a member of the Exit Planning Institute’s Thought Leadership Council and faculty, as well as a contributor to its online Academy. She instructs business owners and advisors from across the country on topics related to exit planning, strategic growth and most recently Artificial Intelligence applications.
Her speaking and teaching engagements for various professional organizations include but are not limited to: Exit Planning Institute, Independent Electrical Contractors Association, MN State Bar Association, MN Society of CPAs, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Association, National Association of Women Business Owners, RBC, Merrill, Independent Business Brokers Association, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank. She has produced several online programs for owners and advisors, both of which can be found on her website.
In addition to teaching and consulting, Julie’s also an author and podcaster. You can find the 2nd Edition of her book “Poised for Exit” on Amazon and Barnes and Noble. Her podcast also called “Poised for Exit” is in its 6th year, with weekly episodes that feature owners and advisors sharing stories, best practices and advice. The show is featured on Apple, Spotify, iHeart, and Google Podcasts.
Hello and thanks for visiting!
I'm a lifelong entrepreneur, with many years of starting, operating and building companies. I enjoy working with owners to help them achieve their best outcomes, as well as helping advisors build their practices.
After my own exit, I became a certified business coach for a franchise on the east coast. I heard about CEPA in 2015 and traveled to Chicago to take the course and acquire the credential. I've launched several related initiatives since then that have helped me become known in the exit planning industry. (More info in Bio)
Please connect! Hope to see you at the Summit!
Julie
.I am national speaker, author, weekly podcaster (since 2020) value advisor, EPI faculty and Academy instructor. My book, "Poised for Exit" is in its 3rd Edition. My podcast, "Poised for Exit" has listeners from across the country and the globe.
I travel a great deal, speaking to advisor and owner groups across the country about value acceleration and exit planning. All I've learned in my life and career have set me up to do this work and do it well. I'm known among EPI colleagues as "The Collaborator".
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She a member of the Exit Planning Institute’s Thought Leadership Council and faculty, as well as a contributor to its online Academy. She instructs business owners and advisors from across the country on topics related to exit planning, strategic growth and most recently Artificial Intelligence applications.
Her speaking and teaching engagements for various professional organizations include but are not limited to: Exit Planning Institute, Independent Electrical Contractors Association, MN State Bar Association, MN Society of CPAs, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Association, National Association of Women Business Owners, RBC, Merrill, Independent Business Brokers Association, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank. She has produced several online programs for owners and advisors, both of which can be found on her website.
In addition to teaching and consulting, Julie’s also an author and podcaster. You can find the 2nd Edition of her book “Poised for Exit” on Amazon and Barnes and Noble. Her podcast also called “Poised for Exit” is in its 6th year, with weekly episodes that feature owners and advisors sharing stories, best practices and advice. The show is featured on Apple, Spotify, iHeart, and Google Podcasts.
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Hello and thanks for visiting!
I'm a lifelong entrepreneur, with many years of starting, operating and building companies. I enjoy working with owners to help them achieve their best outcomes, as well as helping advisors build their practices.
After my own exit, I became a certified business coach for a franchise on the east coast. I heard about CEPA in 2015 and traveled to Chicago to take the course and acquire the credential. I've launched several related initiatives since then that have helped me become known in the exit planning industry. (More info in Bio)
Please connect! Hope to see you at the Summit!
Julie
, is_editable=editable, hs_lastmodifieddate=1774367776555, member_bio=I am national speaker, author, weekly podcaster (since 2020) value advisor, EPI faculty and Academy instructor. My book, "Poised for Exit" is in its 3rd Edition. My podcast, "Poised for Exit" has listeners from across the country and the globe.
I travel a great deal, speaking to advisor and owner groups across the country about value acceleration and exit planning. All I've learned in my life and career have set me up to do this work and do it well. I'm known among EPI colleagues as "The Collaborator".
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- Website:
https://keyestrategies.com/ - Phone: +17633505563
- City: Rush City
- State: Minnesota
- Postal Code: 55069-2663
- Country: United States
- Designations: CEPA
- Markets Served: US and Canada
- Company Name: KeyeStrategies, LLC
- LinkedIn:
https://www.linkedin.com/in/juliekeyes/
