Business Valuations – The Most Intriguing Topic for Professional Advisors
We asked Exit Planning Advisors, "As a professional advisor to owners, which business topic most intrigues you?" … 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.
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.… read more
How Many CEPAs Were Active in the Market in 2013? – LinkedIn Trivia Results
We asked Exit Planning Advisors, "In 2013 when the Value Acceleration Methodology was introduced, how many CEPAs where active in the market?"… read more
Scott Snider Named President of Exit Planning Institute
Scott Snider has been named Exit Planning Institute President. Read more about the future of EPI and the growth mindset Scott will bring.… read more
How Leaders Make or Break a Business
Serving in a leadership position does not make someone a leader. At EPI, we believe in providing each member of our team with professional development opportunities to further their careers. That is where Transformational Leadership Training comes into play.… read more
What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth? – LinkedIn Poll Results
Last week we asked our Advisor community, "What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth?"… read more
CEPA Spotlight: Dyanne Ross-Hanson
The Exit Planning Industry encompasses business advisors and consultants from a wide spectrum of disciplines. We spoke with Dyanne Ross-Hanson, Founding Principal of Exit Planning Strategies, LLC., about her extensive career in exit planning, how the CEPA credential has impacted her business, and founding one of the strongest EPI Chapters. … read more
What are Gen Xer’s views on Money?- LinkedIn Trivia Results
Last week we asked our Advisor community, "According to West Midland Family Center, Gen Xers views on money are which of the following?"… read more
Memorial Day – Celebrating Veteran Business Owners
This Memorial Day, Exit Planning Institute honors all military veterans, both living and deceased, who have served the United States of America. We spoke with Ben VerWys, Founder and Senior Financial Advisor of Fiduciary Financial Advisors, about his path from the United States Navy to Financial Entrepreneur. … read more
What Do You Believe is the Most Important to a Business Owner During Their Exit? – LinkedIn Results
Last week we asked our Advisor community, "What do you believe is the most important to a business owner during their exit?" … read more
Accounting Firm Strategy- Webinar Series
Exit Planning Institute is launching a Webinar Series that highlights how CPAs can integrate Business Owner Engagement Tactics into their Accounting firms in 2021. … read more
What Percent of Owners Indicated They Strongly Agreed that Having an Exit Strategy is Important to Their Future and the Future of Their Company? – LinkedIn Trivia Results
Last week we asked our Advisor community, "What percent of owners indicated they strongly agreed that having an exit strategy is important to their future and the future of their company?" Here are the results.… read more