Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more
Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more
Mastrovito's piece of advice to a colleague who is looking to hire staff and produce big results in this industry is, "it's important to always look for people who are interested in growing and learning." … read more
Maximize Business Value: Begin with the Exit in Mind is a road map that business owners can use to maximize their value and begin moving toward a successful transition. This was a very quick read, and only took me about three hours total to finish. … read more
Straight Talk About Planning Your Succession: A Primer for CEOs is an honest guide and workbook for small to medium business owners to use when they are planning for their exit. It deals with the emotional aspect of excitement, preparing your people, and more. … read more
Learning Exit Planning is exactly that; a column for anyone who has entered this industry and wants to understand what everything means and how it relates to them in their professional role. It is exit planning in layman's terms. … read more
As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. And this week, we are pleased to introduce you to the two newest members… read more
The exit planning industry has experienced rapid growth as the needs of the middle market continue to climb. As our organization, the Exit Planning Institute, stages ourselves to better support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole, we are pleased to announce that EPI has welcomed two new… read more
