Exit Planning Institute

THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

162 CEPAs Join the EPI Network in February 2024

162 CEPAs Join the EPI Network in February 2024

March 14, 2024 9 min read
A Decade of Development: 10 Findings in 10 Years of SOOR

A Decade of Development: 10 Findings in 10 Years of SOOR

March 12, 2024 4 min read
Kerry Siggins and the Power of an Ownership Mindset

Kerry Siggins and the Power of an Ownership Mindset

March 11, 2024 3 min read
The Conversation You Aren't Having - Commercial Real Estate

The Conversation You Aren't Having - Commercial Real Estate

March 7, 2024 4 min read
Are You Prepared to Leap Into Your Life After Exiting Your Business?

Are You Prepared to Leap Into Your Life After Exiting Your Business?

February 29, 2024 3 min read
What The Heck is an Embedded CEPA?

What The Heck is an Embedded CEPA?

February 27, 2024 4 min read
How to Utilize Your CEPA® Credential as a Newly Credentialed Advisor: A CEPA Spotlight with Mark Zastrow

How to Utilize Your CEPA® Credential as a Newly Credentialed Advisor: A CEPA Spotlight with Mark Zastrow

February 23, 2024 3 min read
279 CEPAs Join the EPI Network in January 2024

279 CEPAs Join the EPI Network in January 2024

February 22, 2024 14 min read
CEPA Toolkit: Adding a Utility Knife at the Discover Gate

CEPA Toolkit: Adding a Utility Knife at the Discover Gate

February 21, 2024 5 min read