CLOSING THE GAP TO BECOME A BETTER ADVISOR
When a conversation with a friend revealed how far off track his dreams had drifted, Thought Leadership Council member Justin Goodbread knew it was time to shift his mindset, seek accountability, and apply the same principles he used with clients to his own life. Read how he did it in this eye-opening case study.
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HOW THIS GROUP LEVERAGED THE CEPA® CREDENTIAL FOR SUCCESS
When this advisor lost a big sale to a Certified Exit Planning Advisor (CEPA®), he knew he would have to harness the power of the designation to position himself as an exit planning specialist for clients.
FINDING YOUR PLACE IN THE MARKETPLACE WITH AMY WIRTZ, 2024 EXIT PLANNER OF THE YEAR
After years in the field, Amy shares how her CEPA credential has helped her build trust with business owners, create a steady stream of referrals, and positioned herself as a leader in a growing field.
THE IMPACT OF UNINTENDED CONSEQUENCES ON BUSINESS VALUE WHITEPAPER
Learn how professional advisors help mitigate the risks associated with the 5 Ds and prepare owners for their eventual business exit.
THE FIVE Ds INFOGRAPHIC
A checklist for building value in each facet of a business based on the 5 Ds.
NAVIGATING A SUCCESSION PLAN THAT IS IMPACTED BY THE 5 Ds CASE STUDY
See how the advisory team at WealthPoint worked on a case impacted by the 5 Ds
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.
THE TABLE INFOGRAPHIC
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.
BUSINESS OWNER
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.