Whether you’re a diehard fan of new year’s resolutions or you’d prefer to ditch the resolutions in favor of something less rigid, there is something to be said about the power of strategic planning, specifically the act of setting goals, at the beginning of a new year. Much like wayfinding, goals are the signposts helping us navigate through uncharted or difficult territory. They’re how we can step back and take stock of our progress and determine what remains to be done.

Pick any team sport and there are specific skills needed to be victorious and have positive outcomes. The same is true for any large endeavor.
Transitioning from business ownership is likely one of the largest decisions and processes you will undertake. It is important to have a team around you advocating and supporting you through the experience.

Your 2022 goals mattered at the beginning of the year. Do they now?

While writing down goals is an important step in achieving them, so is regular review. If it’s been a while since you looked at your 2022 goals, there is no time like now to see how you are doing.

Think of the process as “know, like and trust.”

This month we hear from Julie Keyes, instructor of Jumpstart Your Exit Planning Practice – powered by KeyeStrategies. Julie will share her experiences in building her practice and working with clients on exit and transition planning.

This session will:

- Help you focus your value acceleration and transition planning practice

- Identify challenges

- Uncover areas for collaboration

- Determine next steps for building out your practice