A Look Back at Top Exit Planning Institute Articles

A Look Back at Top Exit Planning Institute Articles


We have shared over 50 articles pertaining to the Exit Planning industry in the first six months of 2021. We thought we would save you some scrolling and share some of our favorite articles from the first half of the year.

Did one of your favorite EPI articles not make the list? Let us know your favorites by sharing them on LinkedIn!

Social Media Marketing for Business Owners

Social Media Marketing for Business Owners

Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing. Read more…

The Bachelor: How to Find the Perfect Advisor For You

The Bachelor: How to Find the Perfect Advisor for You

The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing or two from The Bachelor when it comes to finding the perfect person for you. And by person, I mean: Exit Planning Advisor. Read more…

Happy Valentine’s Day… Now Let’s Talk About Divorce

Happy Valentine's Day... Now Let's Talk About Divorce

According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. Read more…

Women in Business: There is Still Work To Do

Women in Business: There Is Still Work to Do

In Honor of International Women’s Day on March 8th, we thought we would highlight the strides women have taken towards equality in business, and what areas still can be improved. Read more…

Seeing Green: How to Get the Most Out of Your Business Exit

Seeing Green: How to Get the Most Out of your Business Exit

St. Patrick’s Day is a day to celebrate all things green. And unless you want to get pinched for the lack of “green” in your business – you should do everything you can to protect and harvest your business value. Working with a CEPA credentialed Value Advisor on your team will help your business value grow and prepare you for a potential exit. Read more…

Don’t Be Fooled… Exit Planning is Not Just for Those Exiting Their Business

Don't Be Fooled... Exit Planning is Not Just for Those Exiting Their Business

Most owners view “Exit Planning” in a literal sense: Planning to Exit their business. Making an “exit plan” for their very distant exit seems like a foolish use of their time. To be completely honest, with all the competing definitions for exit planning, we can understand the confusion. Read more…

Storytelling in Business – How to Build a Successful and Memorable Brand Story

Storytelling in Business - How to Build a Successful and Memorable Brand Story

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…

How CPAs Benefit from the CEPA Designation

How CPAs Benefit from the CEPA Designation: A $50 Million Opportunity for the Most Trusted Advisor

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…

Dogs are Man’s Best Friend… A CEPA is an Owner’s Best Friend

Dogs are Man’s Best Friend… A CEPA is an Owner’s Best Friend

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…

CEPA Referral Program – Growing the CEPA Community

Together we can make an impact. If you enjoyed your CEPA experience and you have gained significant knowledge, refer a friend and help build a community of advisors that can serve owners needs in three areas; Business, Personal and Financial. Read more…