Celebrating Memorial Day: An Interview with CEPA, Mo Mahoney

As we celebrate Memorial Day this year, we would like to spotlight Kim “Mo” Mahoney, a CEPA and United States Marine.… read more
As we celebrate Memorial Day this year, we would like to spotlight Kim “Mo” Mahoney, a CEPA and United States Marine.… read more
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training.… read more
A business owner that works with a cross-functional team of advisors during their business exit is better prepared… read more
What if we told you that the pandemic, although playing a factor in this wave of resignations, was not the leading cause of employees leaving their jobs.… read more
Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm… read more
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