Exit Is Now - Plan Accordingly With Scott Snider The Path For Women in Exit Planning and Entrepreneurship
Sep 28, 2023
Julie Keyes, an award-winning CEPA and entrepreneur with over 35 years of experience, shares her journey from founding Keys Legal and Title Services to becoming a leading advisor in exit planning. She discusses the importance of focus and the art of saying no, alongside her passion for helping small and lower-middle-market owners. Julie highlights the unique challenges faced by women entrepreneurs, her upcoming book on women-focused exit planning, and the evolving landscape of entrepreneurial support. Tune in for insights on balancing business and family while preparing for successful transitions!
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Building Multiple Businesses And Lessons Learned
- Julie built multiple companies over decades and learned hard lessons from family hiring and partnership breakups.
- She realized opportunism must be balanced with staying in your lane to avoid costly mistakes.
Avoid Hiring Family And Assess Capacity
- Avoid hiring family and friends and learn to say no to tempting but off-lane opportunities.
- Assess capacity, resources, and capabilities before jumping into new ventures.
Franchise Experience Fell Short Locally
- Julie bought into a coaching franchise but found national promises of lead generation under-delivered.
- She won awards there but ultimately left when the franchise framework didn't return expected local results.
