Top 5 Reasons Why Family Business Successions Fail


A collection of Exit Planning institute blogs about the Five Stages of Value Maturity and how each stage impacts a business owner during their business exit.

EPI Celebrates GivingTuesday

As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business. … read more

Education for Professional Advisors – Back to School Season

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

The Twelve Days of EPI Christmas

You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more