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. The closing event at the 2018 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon, where… read more
NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 for Abe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The Exit Planning Institute’s Annual Summit Giveback differs from other Summits in the advisory field. The Summit… read more
The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference. On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause… read more
Guest Contributing Author: John Warrillow, CEO of the Value Builder System We know that the number of small business owners getting ready to transition out of their business and head towards retirement is growing. However, only a fraction of them have a business that is truly ready to sell. But as an exit planner, how… read more
The host, Ryan Tansom, invited CEPA Faculty and industry leader, Bobby Kingsbury, to discuss the topic “Valuing a Business: The Buyer’s Perspective,” and how he screens a potential investment. There are a lot of misconceptions out there about bringing Private Equity (and some nightmare stories, too), and in this episode, Kingsbury breaks down how to recognize… read more
