Exit Planning Advisor Cohort

The Exit Planning Advisor Cohort consists of nine 90 min sessions:

• One Exit Planning Business Development or Best Practices Topic covered each session

• Access to KeyeStrategies Exit Planning Tools

• A Complimentary copy of “Poised for Exit 3rd Edition” Kindle version

• Opportunities to brainstorm and network with other Advisors in the group

• Peer group discussions and case studies that are powerful, relevant and action oriented

• $1995 total for all 9 sessions; lower than typical Peer Groups

• Individualized one-hour coaching sessions available at a special rate of $200 per session

Cohort Agenda:

1. Member Check in: Share a Highlight and a Lowlight in your practice right now

2. Round Table Discussion: Interactive discussion of Member highlights, lowlights and Case situations.

3. Learning Topic 15 minute from a subject matter expert in exit planning or best practices in business development

4. Member Spotlight: one-two advisors and give additional time to talk about current client matters and ways they can be more effective in exit planning delivery with feedback from the group.

5. Wrap up with Q&A, Feedback 5 minutes

REGISTER FOR THE EXIT PLANNING ADVISOR COHORT

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Exit Planning Advisor Cohort ($1,995.00)
For professional advisors looking to gain valuable insights, practical strategies, and exclusive resources to elevate their advisory practice, with Julie Keyes.

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$1,995.00

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$1,995.00

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Exit Planning Advisor Cohort

Dates for the next cohort will be announced soon. Stay tuned!

The Exit Planning Advisor Cohort consists of nine 90 min sessions:

• One Exit Planning Business Development or Best Practices Topic covered each session

• Access to KeyeStrategies Exit Planning Tools

• A Complimentary copy of “Poised for Exit 3rd Edition” Kindle version

• Opportunities to brainstorm and network with other Advisors in the group

• Peer group discussions and case studies that are powerful, relevant and action oriented

• $1995 total for all 9 sessions; lower than typical Peer Groups

• Individualized one-hour coaching sessions available at a special rate of $200 per session

Cohort Agenda:

1. Member Check in: Share a Highlight and a Lowlight in your practice right now

2. Round Table Discussion: Interactive discussion of Member highlights, lowlights and Case situations.

3. Learning Topic 15 minute from a subject matter expert in exit planning or best practices in business development

4. Member Spotlight: one-two advisors and give additional time to talk about current client matters and ways they can be more effective in exit planning delivery with feedback from the group.

5. Wrap up with Q&A, Feedback 5 minutes

Dates for the next cohort will be announced soon. Stay tuned!

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

- Date to be announced

Sample Cohort Learning Topics

1. Private Equity types

2. Mastering Owner Readiness

3. Working with others to fill the room and fill your pipeline

4. Collaborative Teams and the 2nd Circle of Professionals you need to know

5. Speaking Formats and Best Practices: webinar, workshop, panel and individual speaking engagements

6. Let's Dissect a Buy Sell Agreement

7. Partner Disputes

8. Family Business best practices for CEPAs

9. Valuation types and when to use them

REGISTER FOR THE EXIT PLANNING ADVISOR COHORT

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