The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more
After selling your business, you might not be looking to “retire.” So, what is your plan for the next act of your life?… read more
We are interested to see if financial advisors know key differences between the Baby Boomers and other generations. … read more
Why is no one buying your business? Is it an "Ugly Baby"? Learn how to improve your chance of selling your business. … read more
Your business might seem ready for sale, but without evaluating the readiness and attractiveness, your company won't sell for the multiples you want… read more
Are you sharing content your audience is interested in? Better yet… do you know who your target audience is?… read more
We were interested to see if our advisors knew how many owners have indicated they are actively working on their exit with an advisor.… read more
On average 30% of our lives is spent working. Baby Boomer business owners spend even more of their lives working. … read more
Exit Planning Institute is thrilled to announce our collaboration with RAYNE IX in our Marketing for the Professional Advisor Masterclass. … read more
How many Certified Exit Planning Advisors (CEPAs) are on the list of 1,000 Women in Forbes "America's Top Women Wealth Advisors" for 2021? … read more
Join us in congratulating Exit Planning Institute President, Scott Snider, on his acceptance to the Forbes Business Council. This Council is the foremost growth and networking organization for successful business owners and leaders worldwide.… read more
