All the Money in the World Won’t Make Your Retirement a Success
Discover the benefits of retirement lifestyle planning. Having the money saved for your retirement without personal planning is not enough.… read more
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.
The Rise of Online Learning
See how Exit Planning Institute embraced online education, virtual credentialing programs, and expanded our course offerings this year. … read more
Exit Planning Institute is an Internationally Award Winning Business
Exit Planning Institute is honored to have been named a winner of a Bronze Stevie® Award for Employer of The Year … read more
How to Incorporate Charitable Intent with Business Exit Planning
September 5th is recognized as the International Day of Charity. How do you as a business owner decide what organizations or causes to support? And even more importantly, how much do you plan on setting aside with charitable intent? … read more
The Gardener And The Tomato Plant: Harvest Your Business Value
Just as you put strategic effort into your tomato garden for a bountiful harvest, prioritize the strategic planning of your business’s exit strategy so that you can harvest the wealth you’ve spent years cultivating.… read more
Meet our Newest Certified Exit Planning Advisors – A Mid-Year Review
In the first six months of 2021, we welcomed 516 New CEPAs from over 327 companies to the Exit Planning Institute community of advisors. Our community now reaches well over 2,600 Certified Exit Planning Advisors from across the globe. … read more
Education for Professional Advisors – Back to School Season
It’s back-to-school season. After a summer relaxing and unwinding in the sunshine, kids are heading back into the classroom, college students are returning to campus, and business professionals are…? Well… what are you doing to stay informed on the latest industry trends, information, and tips? … read more
How to be a Team Player as a Financial Advisor – The Tokyo 2020 Olympics
Like Beach Volleyball, working on an owner's professional advisory team is a partner sport. Learn how to be a team player as a Financial Advisor.… read more
Business Owners, Remember to Come Up For Air During Your Exit – The Tokyo 2020 Olympics
How did Michael Phelps know he was ready to retire? Better yet, how do you know if you are ready to retire? Start planning for your next act.… read more
Creating a Balanced Business Exit Strategy- The Tokyo 2020 Olympics
Simone Biles competes in her second Olympics this summer! Exit Planning Institute encourages business advisors to harness her flexibility, strength, and skill while working with owners… read more
How to “Sprint” in Exit Planning as a CPA – The Tokyo 2020 Olympics
The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
3 Tips to Improve Customer Loyalty in Your Business
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more