Finding Your Personal Purpose: And How it Impacts Your Business Value
By understanding what motivates you personally, you put yourself on the path toward building significant value in your personal and professional life.… read more
Finding Your Personal Purpose: And How it Impacts Your Business Value
Meet the EPI Thought Leadership Council
The EPI Thought Leadership Council is a select group of highly successful advisors whose knowledge is valuable to other advisors. … read more
It’s Time for a Vacation: Are You Making Time for Your Personal Goals?
How many hours a week do you spend working in your business? Learn how to incorporate your personal planning into your business strategy. … read more
Are You Prepared for a Family Business Transition?
About half of business owners want to transfer their business to a child but only 30% do so. Learn more about family business successions. … read more
Understanding the Basics of Value Acceleration
The Basics of Value Acceleration course was created as an introduction to exit planning and business value growth for both business owners and advisors.… read more
Exit Planning Lessons in Music
As Exit Planning Institute has highlighted, exit planning lessons can be found everywhere. Listen to some songs with exit planning themes.… read more
Advance Your Exit Planning Education
In honor of National Education Day, Exit Planning Institute is sharing ways to further your education in exit planning. … read more
Working Through the 2022 Exit Planning Summit Case Study
During the 2022 Exit Planning Summit, advisors worked on a case study. Read insights from CEO of Exit Planning Institute, Christopher Snider … read more
Celebrating Memorial Day: An Interview with CEPA, Mo Mahoney
As we celebrate Memorial Day this year, we would like to spotlight Kim “Mo” Mahoney, a CEPA and United States Marine.… read more
How Do You Implement the 120-Day CEPA Playbook?
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training.… read more
How to Work on a Cross-Functional Advisory Team
A business owner that works with a cross-functional team of advisors during their business exit is better prepared… read more
How “The Great Resignation” Impacts Your Business Value
What if we told you that the pandemic, although playing a factor in this wave of resignations, was not the leading cause of employees leaving their jobs.… read more
