KeyeStrategies Advisor Program

Does your firm have clients in need of exit planning, but it lacks the process and knowledge to deliver? If so, KeyeStrategies can not only be your partner, but a resource to maximize results, gain clarity on confusing industry jargon, and work with you through the exit planning process. Julie Keyes is an industry leader in the Exit Planning space as a go-to for advisor education and service implementation in the lower middle market. She is the founder and head strategist behind KeyeStrategies and she consults and guides her clients while collaborating with other professionals to help drive successful outcomes and can show your advisers how to elevate their current practice to maximize results.

Knowing the entire exit planning process will allow your advisers to capture otherwise missed opportunities for selling additional services. Having some or all of the exit planning expertise in house will set your firm apart from others who don’t involve themselves in exit planning or who lack a process for delivering the services, and we know that lost opportunities mean lost revenue.

This program is a series of six 1.5 hour virtual meetings on Tuesdays, 9am -10:30 PM Central Time beginning September 24th. All dates are as follows: September 24 | October 8 & 22 | November 12 & 26 | December 10, 2024

Advisor Program Outline

1. Strategic Planning Basics and Value Acceleration

2. Understanding Owner Preparedness and your role in it

3. Building a Collaborative Exit Planning Team

4. “Becoming Known in the Exit Planning Space”

5. “Exit Planning Service Delivery”

6. Integration of Exit Planning Services

The Advisor Program can be billed monthly at $349 or SAVE 10% by paying all up front at $1885. If you elect the monthly option USE PROMO CODE 'MonthlyPayPlan' at checkout. You will be charged $349 at registration and prior to each of the remaining 5 sessions. Discounts cannot be used with the Monthly Pay Plan option.