A Recap of the 2022 Exit Planning Summit
The 2022 Exit Planning Summit was the largest exit planning conference in the world. Over 450 professionals joined EPI this past May 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.
8 Exit Planning Books to Read on National Book Lovers Day
August 9 is National Book Lovers Day, the perfect day to immerse yourself in a great book. The EPI Team shares their favorite business books!… read more
Are Business Owners in Colorado Prepared for Exit?
We recently conducted research on business owners in Colorado to measure their readiness and attractiveness in terms of exiting their business. … read more
Trending Exit Planning Podcasts
Podcasts have gained popularity in the past few years. What impact can podcasting have on your business? Learn more...… read more
Is Your Marketing Strategy Preparing You For Your Business Exit?
If you are planning to exit your business, a solid marketing strategy can vastly improve your multiple. Learn how from Heather Steele.… read more
The Decide Gate of the Value Acceleration Methodology
The Value Acceleration Methodology is the backbone of exit planning. Learn about the third gate of the methodology: the Decide Gate.… read more
Advancing Your Marketing Strategy to Expand Your Client Base and Build Business Value
Do you understand what makes your business valuable and how to unlock that value when you sell?… read more
The Prepare Gate of the Value Acceleration Methodology
The Value Acceleration Methodology is the backbone of exit planning. Learn about the second gate of the methodology: the Prepare Gate.… read more
A Discover Gate Journey: Insights from Larry Weiss
Are you prepared to work through the Value Acceleration Methodology with your business owner clients? Learn more from Larry Weiss.… read more
How to Determine Your Enterprise Value
Do you understand what makes your business valuable and how to unlock that value when you sell?… read more
The Discover Gate of the Value Acceleration Methodology
The Value Acceleration Methodology is the backbone of exit planning. This framework focuses on aligning an owner’s business, personal, and financial goals equally… read more
The Social Component of Networking
The EPI Chapter Network is a forum where local professional advisors can collaborate and address the unique needs of their community… read more