Don’t be Fooled… Exit Planning is Not Just for Those Exiting Their Business.


Seeing Green: How to Get the Most Out of Your Business Exit

St. Patrick’s Day is a day to celebrate all things green. And unless you want to get pinched for the lack of “green” in your business – you should do everything you can to protect and harvest your business value. Working with a CEPA credentialed Value Advisor on your team will help your business value… read more

International Women’s Day – Celebrating Women in EPI

In honor of International Women’s Day today we are highlighting some of the amazing and talented women in the Exit Planning Institute community. We have the privilege of working with women who are industry leaders in Exit Planning, Marketing, and Business. … read more

CEPA Masterclass is a Virtual CEPA Experience

The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more

Happy Valentine’s Day… Now Let’s Talk About Divorce

According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more

The Bachelor: How to Find the Perfect Advisor For You

The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more

Social Media Marketing for Business Advisors

Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more

The Perks of Virtual Chapter Events

Currently all EPI Chapter Events are being held in a virtual environment due to COVID-19 and the majority of these events are free to attend. One of the perks of virtual events is that you can attend events for any chapter regardless of location.… read more