Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm… read more
What is Practice Launch Lite?
The Exit Planning Summit welcomed 500 exit planning advisors, business owners, and professionals to Scottsdale to learn from industry experts… read more
Six Power Session speakers shared exit planning lessons in the Exit Planning Summit theme of EPI or Experience, People, and Innovation.… read more
The success of small businesses not only benefits the owner but the communities they support. Build value in your small business by planning for your exit.… read more
The Exit Planning Institute honored three incredible Certified Exit Planning Advisors (CEPAs) during the tenth annual Excellence in Exit Planning Awards.… read more
During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more