How CEPAs Can Utilize Wealthtender

How CEPAs Can Utilize Wealthtender

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

Seeing Green: How to Get the Most Out of Your Business Exit

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

International Women’s Day – Celebrating Women in EPI

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