Keyestrategies
CEPA Advisor Peer Group
A facilitated peer discussion group for CEPA-certified advisors
Designed for advisors who want to apply their CEPA designation, not just hold it.
$1,995
Includes 6 facilitated peer sessions
Who is this for?
CEPA-certified advisors actively working with business-owner clients.
This peer group is designed for advisors who want structured, peer-level discussion to apply CEPA concepts in real client situations. It’s best suited for professionals who value candid conversation, practical application, and learning alongside experienced peers.
Program Details
Spring Session: March–May 2026
Small group (up to 12 advisors)
CEPA-certified participants only
Live virtual sessions
Session topics include:
1. Strategic Planning to Build Your Practice
2. Your CEPA Type (QB or Not)
3. Build a Rock Star Collaborative Team
4. Become Known as an Exit Planner
5. Exit Planning Service Delivery
6. Exit Planning Integration
Program Overview
Six facilitated peer group sessions
Live, structured discussions focused on applying CEPA concepts to real client situations.
Small, capped group (up to 12 advisors)
Designed to allow meaningful participation, feedback, and peer learning.
Expert-led facilitation
Guided by award-winning CEPA and EPI Faculty member
Real-world case discussion
Bring current client scenarios, questions, and challenges to the group.
Cross-disciplinary peer insight
Learn alongside advisors working across wealth, tax, legal, and M&A roles.
Confidential, CEPA-only environment
A trusted setting for open discussion and professional growth.
Led by Julie Keyes
Julie
Keyes
Julie has spent her career helping business owners build enterprise value and prepare for successful transitions. As an entrepreneur who has built and exited her own companies, she understands the realities behind the decisions advisors help guide.
As the host of the Poised for Exit podcast and the author of Poised for Exit, Julie brings a practitioner’s perspective to this peer group. She believes CEPA concepts deliver the greatest value when applied collaboratively, thoughtfully, and in real client work.
CLIENT TESTIMONIALS
Stacey B.
Financial advisor
Julie’s program gave me the roadmap I was missing for using my CEPA in practice. The strategies, processes, and case studies helped me move from theory to execution.
Jeremy W.
Financial advisor
Julie’s program helped me clearly understand how to apply my CEPA in practice. The structure and real-world examples gave me confidence in my role within the exit planning process and strengthened my conversations with business owners.
mike w.
Financial advisor
This program sharpened my exit planning focus and helped me clarify my value proposition with family-owned businesses. The peer discussions and case studies strengthened how I engage business owners around exit planning.
Ready to apply your CEPA in real client work?
Enrollment is limited to maintain group quality.