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Julie Keys
SEPA, chapter founder and faculty member at EPI, content creator and podcaster who focuses on advisor collaboration, chapter leadership and educating owners about exit planning and owner readiness.
Best podcasts with Julie Keys
Ranked by the Snipd community
Jun 6, 2024
• 53min
Conversations with Industry Thought Leaders!
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In this engaging discussion, guests Michelle of John Hancock Investment Management, Justin Goodbread, Gordon Bell, and Julie Keys share their insights on exit planning. Michelle explains how to transition from a lifestyle business owner to a value creator, emphasizing the importance of integrating Value Acceleration into family businesses. Justin discusses building businesses with future buyers in mind, while Gordon highlights the evolving landscape of owner readiness. Julie notes the growing acceptance of exit planning across generations, reinforcing the value of collaboration in the industry.
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