Testimonials

"After obtaining my CEPA I had no idea what my next steps would be. I wasn't even sure how to demonstrate my value as a CEPA financial advisor. Shortly after meeting Julie, I knew that she was the right person to usher me into the CEPA world. Julie has helped me understand exactly where and how I fit into the value acceleration and exit process. With her guidance, I am developing the appropriate conversations to have with business owners, expanding my M&A network in my community, and establishing a solid playbook for my branch." - Jeremy W. | Financial Advisor

"Julie's exit planning program has played a pivotal role in guiding me through the effective utilization of my CEPA within my business. While I initially envisioned how I could leverage my certification, the reality was that I lacked the roadmap, having never built a team for assisting business owners with succession planning in the optimal way. This program has been instrumental in equipping me with strategies and processes to execute my plan, allowing me to progress toward my goal of aiding more business owners in achieving successful successions." - Stacey B., CFP®, ChFC®, CEPA® Financial Advisor

"Thank you, Julie Keyes for presenting and training our team on the topic of exit planning. We appreciate you sharing your real world experience. The feedback has been very positive from our group and no doubt will continue to make us better advisors." - Randy F., CPA ABV Partner, Boyum Barenscheer