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The Exit - Presented By Flippa

De-Risk, Delegate, and Deliver a Great Exit: How Certified Exit Planner Julie Keyes Helps Founders Sell Smart

The Exit - Presented By Flippa

The Exit - Presented By Flippa

Technology

5.0420 Ratings

🗓️ 20 October 2025

⏱️ 28 minutes

🧾️ Download transcript

Summary

De-Risk, Delegate, and Deliver a Great Exit: How Certified Exit Planner Julie Keyes Helps Founders Sell Smart Business Valuation Text Ad: Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit, Steve welcomes Julie Keyes, a serial entrepreneur turned Certified Exit Planner and faculty member at the Exit Planning Institute (EPI). Julie shares how her own difficult exit nearly two decades ago inspired her to guide business owners toward smoother, more profitable transitions. Julie breaks down exit preparedness into two core pillars: owner readiness and business readiness. She stresses that true readiness starts long before a sale: owners must update legal, tax, and estate plans, and ensure their personal finances and mindset are aligned with life after the exit. On the business side, she focuses on transferability, decentralizing the owner’s role, building strong teams, and creating a company that can thrive without its founder. Julie also discusses timing the sale, navigating the “five Ds” (death, divorce, disagreement, disability, and distress), and structuring negotiations with the help of skilled M&A advisors. Her message is clear: “Don’t wait for an offer to learn what your business is worth.” This episode is a practical masterclass on planning early, reducing risk, and protecting your life’s work. -- Julie Keyes is the founder and owner of KeyeStrategies, an advisory firm helping entrepreneurs build enterprise value and prepare for successful business transitions. A lifelong entrepreneur turned Certified Exit Planning and Value Growth Adviser, Julie brings firsthand experience from starting, growing, and selling multiple companies. Recognized twice as EPI’s “Thought Leader of the Year,” she’s a national speaker, faculty member for the CEPA Program, and author of Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition. LinkedIn - https://www.linkedin.com/in/juliekeyes/ Website - https://keyestrategies.com/ Podcast - https://keyestrategies.com/podcast/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Transcript

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0:00.0

Before we get into the exit today, I want to talk about the certified M&A advisors that are on Flippa.

0:06.1

If you are an operator right now running a business and you're thinking about exiting,

0:10.8

you are going to want to get a free online business valuation on the exit landing page.

0:16.7

Without a doubt, it is the smartest thing you can do to start a process and get yourself organized.

0:23.0

So you're going to go to the URL, flippa.com, slash exit, to check out more, and let's jump into

0:28.1

the interview.

0:29.3

Below and welcome to the exit presented by Flipup, the number one platform to buy and sell online

0:34.2

businesses.

0:35.2

Flipa manages over a billion in deal value annually and combines

0:39.4

expert buy and sell side advisory with its market leading valuation tool, deal room,

0:43.9

off market offering, market insights, an AI-based deal-by-deal matching engine. Now for the exit.

0:50.9

The exit is a 30-minute podcast featuring awesome entrepreneurs who have been there and they

0:54.8

have done it. The exit talks to operators who have bought and sold businesses of all different sizes.

1:00.3

You learn how they did it, why they did it, and get exposure to the world of exits. It's a world

1:05.1

occupied by a small few, but accessible to many. On this episode of the Exit, I sit down with Julie Keys.

1:12.1

She's a certified exit planner,

1:14.7

and my favorite part of this entire conversation

1:17.1

is when we talk about transferability.

1:20.0

This word is something that comes up regularly on the podcast,

1:23.8

and by far and away,

1:24.7

it's one of the most important aspects of going through an exit,

1:28.7

making your business transferable is crucial. And in this day and age where influencers are

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