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.


A Look Inside The Unique World of: Value Creation

EPI interviewed 13 Value Advisors within the EPI Community to learn about their backgrounds. We were interested to know their opinions on value creation and how they feel value is created. We learned more about their individual processes and what owners can expect in the value creation engagement. Most importantly we discussed how other advisors… read more

How CEPAs Can Utilize Wealthtender

Clients are no longer limited by location when selecting someone to assist with their every financial need. We spoke with the CEO and Founder of Wealthtender, Brian Thorp, about the digital future for financial advisors and the benefits of utilizing Wealthtender.… read more

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… read more

International Women’s Day – Celebrating Women in EPI

In honor of International Women’s Day today we are highlighting some of the amazing and talented women in the Exit Planning Institute community. We have the privilege of working with women who are industry leaders in Exit Planning, Marketing, and Business. … read more

CEPA Masterclass is a Virtual CEPA Experience

The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more

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

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… read more