Inside Scoop: Updates, Insights, & Future Plans

The week on the Poised for Exit podcast, I take the mic for a solo episode to share exciting updates for 2025!

After nearly six years and approaching our 300th episode, I wanted to take this time to personally connect with you - our valued listeners - and give you an inside look at what's happening this year.

First, I extend my gratitude to our incredible sponsors, including True North M&A, Trust Point Inc., JAK + Co. CPAs, and the Twin Cities Metro Chapter of the Exit Planning Institute. Their support has been instrumental in making this show possible, and I highly encourage you to check out the valuable services they offer!

I also dive into the latest offerings from my exit planning programs. My Advisor Program for CEPAs is currently in session, helping professionals develop their exit planning practice, and will be back again in September for another session. Additionally, our Monthly Exit Planning Cohort kicks off again on April 11th -  providing peer learning, case studies, and expert insights at a fraction of the cost of other peer groups.

Also, I'm excited to announce that the third edition of my book, Poised for Exit, is on its way and will be showcased at the EPI Summit in May, where I’ll also be speaking.

And perhaps the biggest announcement: We are launching an AI-powered exit planning application. This groundbreaking tool will provide real-time coaching, business development guidance, valuation insights, and collaborative features for advisors and business owners. We’re assembling a pilot group - so if you are interested, please reach out!

Tune in for more details, and be sure to subscribe so you don’t miss any upcoming updates. Thank you for your continued support - this show is here because of you!

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor