Top 5 Reasons Why Family Business Successions Fail
Exit Planning Institute spoke with Christine Trumball and Judi Cunningham about the key factors that cause family successions to fail.… read more
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
Exit Planning Institute is Thankful for Our Advisor Community
We are grateful for our amazing community of Certified Exit Planning Advisors, business owners, and professional advisors. … read more
How to Fail At Business… By Refusing to Learn
By understanding what makes businesses fail, you will be more equipped to succeed and grow value in your business. … read more
Grow Your Exit Planning Knowledge at The Exit Planning Summit
The Exit Planning Institute is excited to officially announce the location of our 2022 Exit Planning Summit will be Scottsdale, Arizona!… read more
A Trip to the Movies: Business Exit Strategies in Classic Films
We compiled a list of some of our favorite movies with exit planning topics for your next movie night! … read more
3 Ways to Improve Your Conversations with Business Owners
The most effective business relationships are formed by providing your clients with resources to suit their specific needs.… read more
Exit Planning Doesn’t Have to be Scary
Are you prepared for a successful business exit? Learn how to become the master of exit planning through the top educational resources.… 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
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
EPI MythBusters – I Don’t Need a Detailed Exit Plan Because my Daughter Will Take Over the Family Business
Family run companies need to have alignment between family members and management when it comes to the business vision and plans. … read more