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


EPI Celebrates GivingTuesday

As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business. … read more

What is The Exit Planning Summit?

We are thrilled to announce The Exit Planning Summit is back! For the first time since 2019, Exit Planning Institute will host the industry-leading conference on Exit Planning! We are excited to welcome hundreds of Certified Exit Planning Advisors in May 2022 for a conference to enhance their exit planning knowledge.… read more