In the first six months of 2021, we welcomed 516 New CEPAs from over 327 companies to the Exit Planning Institute community of advisors. Our community now reaches well over 2,600 Certified Exit Planning Advisors from across the globe. … read more
It’s back-to-school season. After a summer relaxing and unwinding in the sunshine, kids are heading back into the classroom, college students are returning to campus, and business professionals are…? Well… what are you doing to stay informed on the latest industry trends, information, and tips? … read more
Like Beach Volleyball, working on an owner's professional advisory team is a partner sport. Learn how to be a team player as a Financial Advisor.… read more
How did Michael Phelps know he was ready to retire? Better yet, how do you know if you are ready to retire? Start planning for your next act.… read more
Simone Biles competes in her second Olympics this summer! Exit Planning Institute encourages business advisors to harness her flexibility, strength, and skill while working with owners… read more
The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more
After selling your business, you might not be looking to “retire.” So, what is your plan for the next act of your life?… read more
We are interested to see if financial advisors know key differences between the Baby Boomers and other generations. … read more
Why is no one buying your business? Is it an "Ugly Baby"? Learn how to improve your chance of selling your business. … read more
Your business might seem ready for sale, but without evaluating the readiness and attractiveness, your company won't sell for the multiples you want… read more
Are you sharing content your audience is interested in? Better yet… do you know who your target audience is?… read more
