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THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

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How to Turn Your Business Into a Freedom Machine, No Sale Required
How to Turn Your Business Into a Freedom Machine, No Sale Required
Blog Business Owner CEPA

How to Turn Your Business Into a Freedom Machine, No Sale Required

June 19, 2025 3 min read
How to Play the Boomer Exit Wave
How to Play the Boomer Exit Wave on white background two older business owners having a conversation
Blog Business Owner CEPA

How to Play the Boomer Exit Wave

June 16, 2025 6 min read
Understanding Lower Middle Market M&A: What CEPAs Need to Know
Understanding Lower Middle Market M&A: What CEPAs Need to Know blue arrow hitting target
Blog Business Owner CEPA

Understanding Lower Middle Market M&A: What CEPAs Need to Know

June 12, 2025 4 min read
Crafting Championship Legacies at the 2025 Exit Planning Summit
Crafting Championship Legacies at the 2025 Exit Planning Summit
Business Owner CEPA Exit Planning Summit

Crafting Championship Legacies at the 2025 Exit Planning Summit

June 10, 2025 3 min read
The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)
The 7 Follow-Up Mistakes Costing You Customers (And How CRM Software Fixes Them)
Blog CEPA Exit Planning Partner Network

The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)

June 9, 2025 4 min read
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit man pointing to upward arrow
Blog CEPA Exit Planning Partner Network

Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit

June 5, 2025 7 min read
Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value
Blog Exit Planning Partner Network

Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value

June 3, 2025 5 min read
Let's Recap DriveValue.com Race Weekend and Our Newest Market Study
Let's Recap DriveValue.com Race Weekend and Our Newest Market Study
Business Owner State of Owner Readiness DriveValue

Let's Recap DriveValue.com Race Weekend and Our Newest Market Study

June 3, 2025 2 min read
The Evolution of Exit Planning: 20 Years of Impact
The Evolution of Exit Planning: 20 Years of Impact
Value Acceleration Methodology Business Owner CEPA

The Evolution of Exit Planning: 20 Years of Impact

June 2, 2025 3 min read
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