Top 5 Reasons Why Family Business Successions Fail
Exit Planning Institute spoke with Christine Trumball and Judi Cunningham about the key factors that cause family successions to fail.… 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.
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
Exit Planning Institute is Thankful for Our Advisor Community
We are grateful for our amazing community of Certified Exit Planning Advisors, business owners, and professional advisors. … read more
How to Fail At Business… By Refusing to Learn
By understanding what makes businesses fail, you will be more equipped to succeed and grow value in your business. … read more
Grow Your Exit Planning Knowledge at The Exit Planning Summit
The Exit Planning Institute is excited to officially announce the location of our 2022 Exit Planning Summit will be Scottsdale, Arizona!… read more
A Trip to the Movies: Business Exit Strategies in Classic Films
We compiled a list of some of our favorite movies with exit planning topics for your next movie night! … read more
3 Ways to Improve Your Conversations with Business Owners
The most effective business relationships are formed by providing your clients with resources to suit their specific needs.… 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
Exit Planning Doesn’t Have to be Scary
Are you prepared for a successful business exit? Learn how to become the master of exit planning through the top educational resources.… read more
How to Improve Your Business Reach with User-Generated Content
Are you featuring the right type of content to connect with your potential clients, customers, and other business professionals? … read more
How A Solid Gifting Strategy Can Improve Your Professional Relationships
An impactful gifting strategy can strengthen professional relationships, lead to more educated prospective clients, and build your brand.… read more
Owners Are More Prepared Than Ever For a Business Exit
Exit Planning Institute surveyed business owners in the greater New York region to measure their readiness to exit their business. … read more