Julie Keyes
Award-winning certified exit planning advisor, author of Poise for Exit, faculty member, and business owner focused on value acceleration, collaboration, and advising privately held business owners on exit and personal planning.
Best podcasts with Julie Keyes
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Dec 5, 2024 • 44min
Navigating Changing Advisory Firms and Personal Planning with Julie Keyes
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.
Sep 28, 2023 • 58min
The Path For Women in Exit Planning and Entrepreneurship
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!
