Exit Is Now - Plan Accordingly With Scott Snider Navigating Changing Advisory Firms and Personal Planning with Julie Keyes
Dec 5, 2024
Julie Keyes, an award-winning certified exit planning advisor and author of "Poise for Exit," shares her insights into the evolving advisory landscape. She highlights the importance of technology and specialization in exit advising, stressing the need for proactive planning among business owners. Julie discusses generational differences in owner behaviors and the core values that should guide personal and business decisions. She emphasizes collaboration within advisory firms as a key to improving client outcomes and becoming a trusted advisor.
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Tech And Specialization Shift Practice
- Technology and specialization transformed exit-planning work over the past decade.
- Julie Keyes highlights calendaring, valuation tools, and more women advisors as game changers.
Wrong Specialist On M&A Deal
- A client used his corporate litigator to redline an investment-banker agreement and got a poor result.
- Julie Keyes used this to illustrate why using the right specialist matters in M&A.
Implement VAM Within Your Swim Lane
- Match your implementation of the value-acceleration methodology to your swim lane.
- Julie Keyes recommends focusing on owner-readiness or business-readiness depending on your specialty and collaborating for the rest.
