Advisor Master Classes | Journey Consulting | Green Bay, WI
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What You'll Gain in Just an Hour

Understand what holds business owners back—and how to move them forward

Identify clients who are ready—or should be ready—for transition planning 

Use language that reveals exit planning and value creation opportunities 

Move from transactional support to transformational influence. 

Position yourself as indispensable to the client’s future—whether they sell now or 10 years from now. 

A Successful Business Owner Exit Starts with You

Business owners often delay planning for their exit—leaving value on the table and risking their financial futures. As a trusted advisor, you are uniquely positioned to help them think beyond today and plan for a more valuable tomorrow. ​​

You have the power to spark meaningful conversations that not only help your clients succeed—but also position you as an indispensable part of their long-term strategy. 

Only 2 out of 10 businesses that go to market will sell.

80-90% of a business owner's wealth is tied up in the business.

75% of Business Owners plan to exit in the next 10 years.

Upcoming Master Classes

Sessions offered monthly

Choose the session that fits your advisory role and start having conversations that drive value and legacy with business owners—today and into the future. 

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Jayne McQuillan

CPA, MBA, CEPA

Founder of Journey Consulting

”Helping owners who have pursued their dreams by taking the risks, both personally and financially, drives my passion.”​

With over 30 years of experience as a CPA, Certified Exit Planning Advisor (CEPA), and corporate executive, Jayne McQuillan brings deep expertise in strategic planning, business value growth, succession planning, financial strategy, and organizational transformation. 

 

She and her team work exclusively with privately held and family-owned businesses, taking a holistic approach that addresses the business, financial, and personal sides of ownership. Their work helps drive profitability, build wealth, and prepare business owners for a successful exit—on their own terms.

Jayne is committed to educating owners and advisors, leading CEO roundtables, providing financial acumen training, and is a frequent speaker on value creation and exit planning. She authored The Value Journey: How to Drive Profits, Build Wealth, and Exit Your Business on Your Own Terms and is a regular contributor to The Business News. 

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Ed Turek, President of

Tureks Plumbing Services

45% REVENUE GROWTH

178% INCREASE IN BUSINESS VALUE

"Over the course of a few years in meeting and working with Journey Consulting's team, the mentoring, business advice and Jayne's influence have made a major impact across all levels of our operations. My decision has proven to be a win-win!"​

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