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
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
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
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
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
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
Our newest Marketing Coordinator, Colleen Kowalski, shares her experience with an unplanned exit and how it relates to Exit Planning. I began 2020 with a list of resolutions for the coming year. I planned to limit the amount of time I spent watching Netflix, take my dog on more long walks, eat healthier, and maybe,… read more
Insiders Bash offered 24 hours of content from over 30 different speakers. Our speakers covered topics ranging from leadership strategies to digital marketing tactics and storytelling.… read more
This book is a guide to creating an exit plan and increasing the value of your business now, so when it is time for you to retire you will be able to on your terms. This was a pretty lengthy read, as it took about four days of reading for about six hours. … read more
Discover Your Next Best Step: 10 Proven Principles of Servant Leadership Wisdom is a manual to reflection and discovering your Next Best Step while aligning your life with Christ. … 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
