Looking Back at the 2022 Exit Planning Summit
The Exit Planning Summit welcomed 500 exit planning advisors, business owners, and professionals to Scottsdale to learn from industry experts… read more
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and middle market business owners.
An Insider’s Look at the 2022 Exit Planning Summit Power Sessions
Six Power Session speakers shared exit planning lessons in the Exit Planning Summit theme of EPI or Experience, People, and Innovation.… read more
How Exit Planning Builds Value in Your Small Business
The success of small businesses not only benefits the owner but the communities they support. Build value in your small business by planning for your exit.… read more
An Interview with The 2022 Excellence in Exit Planning Award Winners
The Exit Planning Institute honored three incredible Certified Exit Planning Advisors (CEPAs) during the tenth annual Excellence in Exit Planning Awards.… read more
The Sixth Annual Summit Charity Giveback
During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more
Family Matters
Your business is likely your largest financial asset, and as such, the success and potential sale of your business impacts each member of your immediate family. … read more
What to Expect at The 2022 Exit Planning Summit
The 2022 Exit Planning Summit is the most significant advisor event in the industry. Experience education, activities, and events! … read more
The Value of Green Businesses
We spoke with the former owners of Happy Earth Cleaning and Cal Solar to understand the impact of employee ownership on their companies.… read more
Building Company Culture by Managing Workplace Conflict
April is Workplace Conflict Month. Your social and human capital, company culture, and core values can turn destructive conflict into productive conflict. … read more
The 2022 Excellence in Exit Planning Nominees
This year Exit Planning Institute is celebrating the tenth anniversary of the Excellence in Exit Planning Awards. Meet this year's nominees! … read more
Attend the Certified Exit Planning Advisor Credentialing Program in Chicago
The Exit Planning Institute is excited to host the Certified Exit Planning Advisor (CEPA) Credentialing program in Chicago, Illinois May 16-19! … read more
5 Questions to Ask Before Selecting a Professional Advisor Conference
There are countless conferences you could attend. With so many options to choose from, an issue can arise: Which conference do you attend?… read more