How to Work on a Cross-Functional Advisory Team
A business owner that works with a cross-functional team of advisors during their business exit is better prepared… 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.
How “The Great Resignation” Impacts Your Business Value
What if we told you that the pandemic, although playing a factor in this wave of resignations, was not the leading cause of employees leaving their jobs.… read more
What is Practice Launch Lite?
Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm… read more
Looking Back at the 2022 Exit Planning Summit
The Exit Planning Summit welcomed 500 exit planning advisors, business owners, and professionals to Scottsdale to learn from industry experts… read more
An Insider’s Look at the 2022 Exit Planning Summit Power Sessions
Six Power Session speakers shared exit planning lessons in the Exit Planning Summit theme of EPI or Experience, People, and Innovation.… read more
How Exit Planning Builds Value in Your Small Business
The success of small businesses not only benefits the owner but the communities they support. Build value in your small business by planning for your exit.… read more
An Interview with The 2022 Excellence in Exit Planning Award Winners
The Exit Planning Institute honored three incredible Certified Exit Planning Advisors (CEPAs) during the tenth annual Excellence in Exit Planning Awards.… read more
The Sixth Annual Summit Charity Giveback
During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more
Family Matters
Your business is likely your largest financial asset, and as such, the success and potential sale of your business impacts each member of your immediate family. … read more
What to Expect at The 2022 Exit Planning Summit
The 2022 Exit Planning Summit is the most significant advisor event in the industry. Experience education, activities, and events! … read more
The Value of Green Businesses
We spoke with the former owners of Happy Earth Cleaning and Cal Solar to understand the impact of employee ownership on their companies.… read more
Building Company Culture by Managing Workplace Conflict
April is Workplace Conflict Month. Your social and human capital, company culture, and core values can turn destructive conflict into productive conflict. … read more