The Cost of Inaction On Your Business Exit Strategy
Waiting to plan your exit strategy until months before your exit leads to problems with your personal, financial, and business life.… 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.
Learn about ESOPs from Industry Experts
Business owners have a vast expanse of exit options to consider, including an Employee Stock Ownership Plan (ESOP).… read more
Is Workplace Culture Really Important to the Success of Your Business?
How do you measure the strength of your company’s social capital or culture? Is this culture actually of value to your desired employee base? … read more
Grow Your Business Presence Through Podcasts
Whether you launch your own podcast or advertise on a leading industry podcast, they drive quality leads to your organization.… read more
2022 Exit Planning Institute Program Announcement
Exit Planning Institute is excited to announce our new programs. Register for our upcoming programs and enhance your exit planning education!… read more
Are Business Owners Ready for An Exit Planning Conversation – The 8th Annual Business Owners Forum
Join Exit Planning Institute and the EPI Greater New York Chapter for our 8th Annual Business Owners Forum on Tuesday, October 19! … read more
Is Your Advisor Qualified to Talk Exit Planning?
Your advisor might say, “Yeah, I can help you sell your business.” But, do you know if they are qualified to talk about exit planning?… read more
All the Money in the World Won’t Make Your Retirement a Success
Discover the benefits of retirement lifestyle planning. Having the money saved for your retirement without personal planning is not enough.… read more
The Rise of Online Learning
See how Exit Planning Institute embraced online education, virtual credentialing programs, and expanded our course offerings this year. … read more
Exit Planning Institute is an Internationally Award Winning Business
Exit Planning Institute is honored to have been named a winner of a Bronze Stevie® Award for Employer of The Year … read more
How to Incorporate Charitable Intent with Business Exit Planning
September 5th is recognized as the International Day of Charity. How do you as a business owner decide what organizations or causes to support? And even more importantly, how much do you plan on setting aside with charitable intent? … read more
The Gardener And The Tomato Plant: Harvest Your Business Value
Just as you put strategic effort into your tomato garden for a bountiful harvest, prioritize the strategic planning of your business’s exit strategy so that you can harvest the wealth you’ve spent years cultivating.… read more