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
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.
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
What is the Main Reason Companies Put on the Market Don’t Sell? – LinkedIn Results
Last week we asked our Advisor community, "What is the main reason companies put on the market don’t sell?" Here are the results. … read more
Who Do Business Owners Pick as Their Most Trusted Person Outside of the Traditional Advisor – LinkedIn Trivia Results
Last week we asked our Advisor community, "Outside of the traditional professional advisor, who did the business owner pick as their most trusted person?" Here are the results.… read more
CEPA Spotlight: How Landon Mance uses the Value Acceleration Methodology in his Wealth Management Practice
We spoke with Landon Mance, Financial Planner and Co-Founder of the newly formed Backbone Planning Partners, about what led him to become a CEPA and how he utilizes his CEPA education in his practice. … read more
Walking To Destiny – Five Year Anniversary!
For five years, Walking To Destiny has provided owners and advisors with the insights they need to successfully build value in their businesses. To celebrate the Five Year Anniversary of Walking to Destiny, we are selling the book for only $5.00!… read more
CEPA Referral Program – Growing the CEPA Community
Together we can make an impact. If you enjoyed your CEPA experience and you have gained significant knowledge, refer a friend and help build a community of advisors that can serve owners needs in three areas; Business, Personal and Financial.… read more
How Many CEPAs Entered the Market in 2020? – LinkedIn Trivia Results
Last week we asked our Advisor community, "In 2020, how many Certified Exit Planning Advisors (CEPAs) entered the market to help business owners with their exit strategy?" Here are the results.… read more
Dogs are Man’s Best Friend… A CEPA is an Owner’s Best Friend
We spoke with Erin Fenstermaker, a CEPA whose love for animals is so deep that she has made an entire career out of it. Erin is the Owner and Principal of EF Consulting, an Exit Planner at boutique investment bank, Birdseye Advisory Group, and just so happens to be a certified Dog Trainer. … read more
What is the Most Important Intangible Capital in a Business? – LinkedIn Polling Results
Last week we asked our Advisor community which Intangible Capital they think is the most important to a business. Here are the results.… read more
Cinco de Mayo – 5 Things To Do Before You Exit Your Business
Happy Cinco de Mayo! Our plan for the day includes mostly tacos with a bit of “exit planning” knowledge sprinkled on top. In the spirit of Cinco de Mayo, we are sharing five things you as a business owner must do to exit your business successfully. … read more
