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Business Transition Readiness: An Owner's Guide to the Process

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A Business Owner's Guide to the Transition Process.

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About this Program

What does it mean to be transition ready? Does the thought of your future transition give you a feeling of uneasiness? If so, you are not alone.

Did you know that it takes at least 5 years to prepare an owner and a business for a future exit? This is regardless of whether the sale will be internal or external.

In the "Business Transition Readiness" program, you'll find the answers to these questions and many more in this outstanding program for business owners. "Business Transition Readiness" will help you unpack the complexities of exit and transition planning, dispelling the fear you may have of the unknowns. You will finish this short program knowing what you need to do to prepare yourself and your business and protect the nest egg you've worked so hard to build.

Each Session is 90 minutes and includes live Q & A with Julie Keyes, along with proprietary tools to help you get things moving in the right direction.

During the program, you will meet with Julie and the other attendees through a virtual meeting on Zoom, over the course of 4 different sessions. Each of the 4 sessions will cover a different topic.

Topics include:

  • Session One: It Takes Awhile: The Process and Timeline of Exit and Transition Planning
  • Session Two: Who and What is at Risk? The 5 D's and How to Prevent a Business Transition Disaster
  • Session Three: Focus on Business and Owner Readiness: What Should Happen First?
  • Session Four: Overview of Internal and External Options


Please select the corresponding start date when registering for the program you would like to attend. All programs are held on Friday mornings and run 9:00-10:30 AM CST

Program 1 (Fridays, 9:00-10:30 AM CST)

  • January 15, 2021
  • January 22, 2021
  • January 29, 2021
  • February 5, 2021

Program 2 (Fridays, 9:00-10:30 AM CST)

  • February 19, 2021
  • February 26, 2021
  • March 5, 2021
  • March 12, 2021

Program 3 (Fridays, 9:00-10:30 AM CST)

  • April 2, 2021
  • April 9, 2021
  • April 16, 2021
  • April 23, 2021

Program 4 (Fridays, 9:00-10:30 AM CST)

  • April 30, 2021
  • May 7, 2021
  • May 14, 2021
  • May 21, 2021

Program 5 (Fridays, 9:00-10:30 AM CST)

  • September 17, 2021
  • September 24, 2021
  • October 1, 2021
  • October 8, 2021

Program 6 (Fridays, 9:00-10:30 AM CST)

  • October 15, 2021
  • October 22, 2021
  • October 29, 2021
  • November 5, 2021

*Additional End of Year Program TBA

Please select the corresponding start date when registering for the program you would like to attend.


Use code EARLYBIRD for $100 off when you register 2 weeks before the program starts!

For more information about the program click here: https://keyestrategies.com/business-owner-program

(This is a virtual workshop on Zoom.com)

Questions? Contact Julie Keyes: 763.350.5563 or Julie@KeyeStrategies.com

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