Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more
EPI interviewed 13 Value Advisors within the EPI Community to learn about their backgrounds. We were interested to know their opinions on value creation and how they feel value is created. We learned more about their individual processes and what owners can expect in the value creation engagement. Most importantly we discussed how other advisors… read more
Most owners view “Exit Planning” in a literal sense: Planning to Exit their business. Making an “exit plan” for their very distant exit seems like a foolish use of their time. To be completely honest, with all the competing definitions for exit planning, we can understand the confusion. … read more
Clients are no longer limited by location when selecting someone to assist with their every financial need. We spoke with the CEO and Founder of Wealthtender, Brian Thorp, about the digital future for financial advisors and the benefits of utilizing Wealthtender.… read more
St. Patrick’s Day is a day to celebrate all things green. And unless you want to get pinched for the lack of “green” in your business – you should do everything you can to protect and harvest your business value. Working with a CEPA credentialed Value Advisor on your team will help your business value… read more
You might be lucky even without the help of a rabbit’s foot or four-leaf clover, but all the luck in the world will not help you have a successful business exit. … read more
In honor of International Women’s Day today we are highlighting some of the amazing and talented women in the Exit Planning Institute community. We have the privilege of working with women who are industry leaders in Exit Planning, Marketing, and Business. … read more
In Honor of International Women’s Day on March 8th, we thought we would highlight the strides women have taken towards equality in business, and what areas still can be improved. … read more
The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more
The field of Exit Planning is ever changing and growing, but above all: Exit Planning is about building value in a business to prepare the owner for a sale. We recently spoke with John Warrillow, the Founder of The Value Builder System TM and author of the new book The Art of Selling Your… read more
According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more
The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more
Just like the movie Groundhog Day, if you spend every day doing the same thing, you will never see the changes you crave in your business and in your life. According to the U.S. Department of Labor Statistics, about 20% of small businesses fail within their first year. … read more
