Last week we asked our Advisor community, "In 2020, how many Certified Exit Planning Advisors (CEPAs) entered the market to help business owners with their exit strategy?" Here are the results.… read more
We spoke with Erin Fenstermaker, a CEPA whose love for animals is so deep that she has made an entire career out of it. Erin is the Owner and Principal of EF Consulting, an Exit Planner at boutique investment bank, Birdseye Advisory Group, and just so happens to be a certified Dog Trainer. … read more
Happy Cinco de Mayo! Our plan for the day includes mostly tacos with a bit of “exit planning” knowledge sprinkled on top. In the spirit of Cinco de Mayo, we are sharing five things you as a business owner must do to exit your business successfully. … read more
Last week we asked our Advisor community who they believe to be the owner's "Most Trusted Advisor". Here are the results.… read more
Last week we asked our Advisor community what they would like to receive deeper education about. Here are the results.… read more
At Exit Planning Institute we educate the advisors who assist small business owners to accelerate business value and complete successful exit plans. In honor of Small Business Week, our Team is sharing some of the small businesses we love to support.… read more
Last week we asked our Advisor community why they think owners are reluctant to exit their company. Here are the results:… read more
We spoke with Drew McLaughlin, a Financial Advisor within Private Wealth Management at UBS to see how he the CEPA designation has helped grow his business. … read more
While most businesses like to say that their employees are “like family” to them, in a family business this is literally the case.… read more
A CPA with a CEPA designation gains more than an additional four letters after their name in an email signature. Learn how to expand your business, build lasting client relationships, and open yourself up to a $50 million opportunity.… read more
In most cases, the first time a potential customer interacts with your brand will be through a story they have seen or heard about your business. Better make it a good one. … read more
EPI Masterclass | January Class of 2021: Join in congratulating and welcoming the 167 newest advisors to join the growing exit planning community!… read more
