EXIT PLANNING CONTENT LIBRARY
Read the latest research, case studies, infographics, and whitepapers pertaining to Exit Planning and business value growth strategies.
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Intangible Capitals Make or Break Your Business Whitepaper
A variety of experts share how Intangible Capitals can be strengthened to improve business value.
The Four Intangible Capitals Infographic
A checklist toward building value in each of the Intangible Capitals in your business.
Build Value In Your Business Case Study
Walk through the path toward building transferable value in a business.
Exit Strategy as a Business Strategy Whitepaper
Six case studies featuring exit options from the perspective of the advisor and business owner.
The Business Planning Pyramid Infographic
Incorporate the Business Planning Pyramid in your next client engagements.
The Challenge of Not Working With An Exit Planning Advisor
When planning to exit your business, having the proper team in place is paramount to your success.
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
Who Has a Seat at the Table Infographic
Understand the key members on your exit planning team and the roles they play
Transitioning a Business to its Employees Case Study
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative
Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
The Updated Value Acceleration Methodology
The Value Acceleration Methodology is the backbone to exit planning.
How to Strategically Build Transferrable Value
The Five Stages of Value Maturity impact the growth and ultimate sale of a real business.
From Successful to Significant Whitepaper
Business, Personal, Financial: A Holistic Approach to High-Value Transitions
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
A Framework to Build Value in Your Business
A Case Study on How to Apply the Value Acceleration Methodology in your Business
5-4-3-2-1 Whitepaper
Five Things Every Business Owner Must Know About Exit Planning
Five Stages of Value Maturity
An in-depth look at the Five Stages of Value Maturity
EPI Human Capital Case Study
How Exit Planning Institute Focused on Improving Their Human Capital