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.


Announcement: 2019 Excellence in Exit Planning Award Nominees

The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more

A New Way to Think About the Owner

This year the Exit Planning Summit will, once again,  feature interactive case study breakout sessions. These sessions will take a deeper dive into the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Including new insights into Barrows Ltd financial, business, and personal pre-exit action plans. You can prep for… read more

11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are 4 live broadcasts left in the Ask the Expert webinar series, and 7 recordings. Whether or not you’re coming to the… read more

CEPA Spotlight: Frans Tijssen

You can plan all kinds of things in life, reality often is completely different, and therefore it makes sense to be prepared for the unexpected. As of August 1, 2019, I have been appointed as the CEO of LEA Global. Whether or not I am prepared for the job, time will tell. However, it is… read more

Valuation: A Worthy Cause

Original article contributed from Family Business Magazine [download now] What’s it worth to you? One reason for confusion over valuation is that there’s more than one way to value a company. All too often in family businesses, family members are unaware of these distinctions. “They don’t understand how the companies get valued, and they don’t… read more

Planning Options

Wednesday, August 21, 2019  |  2:00-3:00 PM EST  |  Register Now In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms. It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit… read more

[Event Recap] Owner Engagement program Mid-Year Summit

First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH. This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea… read more

Is the M&A Window Closing?

Original article contributed from Quantive Valuations [see full article] How long can a good thing last? So here we are, halfway through 2019 and judging by the commentary from various talking heads, press releases, and my good friends in wealth management, it seems we really have no idea how strong the economy is. Maybe I’m… read more

Experts Teaching Experts

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are six more broadcasts left in the Ask the Expert webinar series. Whether or not you’re coming to the 2019 Summit, don’t… read more

[Cleveland, OH] Exit Planning Institute Community Event Recap

On July 10, the Exit Planning Institute hosted an Open House to celebrate the moving of its headquarters. Members and Advisors came from all over to support EPI and explore the new space. The Open House was a great way for members of the EPI network to meet the newest members of the team face… read more

Best Practices Mastermind Webinar Series

The Exit Planning Institute is launching the Best Practices Mastermind webinar series this month. This series will explore the five personas of the 2018 Power Sessions: The Collaborator The Marketer The Inquisitor The Brander The Strategist Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo… read more