Julie Keyes is the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting. She became a CEPA in 2015 and founded the EPI Twin Cities Metro Area Chapter in 2016. She has since hosted several Owner’s Forums and two State of Owner Readiness Surveys in her market since then.
Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands the responsibilities of ownership and the struggles that come with being an owner, especially as a woman.
Julie is an EPI faculty member, a member of its Leadership Council, and recipient of EPI’s “Thought Leader of Year” in 2017 and 2022, and nominated for “Exit Planner of the Year” in 2023.
Her speaking engagements for various professional organizations include IEC, NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, IBBA, Lincoln Financial Services, LeClair Group, Principal Financial Group, Frost Bank and many more.
In 2021, Julie released the 2nd Edition of “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms. The show was recently picked up by a local radio station and airs weekly.
She also produced a self-paced, online course specifically to educate business owners on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”. And a virtual program for advisors specifically built for CEPA’s looking to utilize their credential in the best way possible.
On a personal note, Julie and her husband Shaun have 8 children and 11 grandchildren and spends as much time with them as she can. She’s also active in her parish and in the business community.
You can reach her at: firstname.lastname@example.org or 763-350-5563