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
Exit Planning Lessons in Music
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
Exit Planning Summit Author Showcase
EPI is thrilled to announce 19 of the best authors in the exit planning community will showcase their work at The Exit Planning Summit.… read more
Are You Married to Your Business?
“You spend more time in the office than on our relationship” is a classic trope in romantic comedies. While it may be cheesy, it's not wrong.… read more
What Are Learning Labs?
This year, Exit Planning Institute introduces a new session to the Summit. We will host ten Learning Labs with valued industry partners!… read more
Meet the Growing EPI Team
Exit Planning Institute cares deeply about our employees and is proud to announce the promotion of four members of our team and introduce four new members of the EPI team … read more
Key Takeaways from The 2022 State of the Institute Address
Learn about the state of the exit planning market, M&A considerations, and research that will impact Certified Exit Planning Advisors. … read more
A Look Inside The Unique World of: Value Creation
EPI interviewed 13 Value Advisors within the EPI Community to learn about their backgrounds. We were interested to know their opinions on value creation and how they feel value is created. We learned more about their individual processes and what owners can expect in the value creation engagement. Most importantly we discussed how other advisors… read more
Don’t be Fooled… Exit Planning is Not Just for Those Exiting Their Business.
Most owners view “Exit Planning” in a literal sense: Planning to Exit their business. Making an “exit plan” for their very distant exit seems like a foolish use of their time. To be completely honest, with all the competing definitions for exit planning, we can understand the confusion. … read more
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
Don’t Leave Your Exit Up To “Luck”
You might be lucky even without the help of a rabbit’s foot or four-leaf clover, but all the luck in the world will not help you have a successful business exit. … 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
