A Look Inside The Unique World of: Value Creation


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

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

Insiders Bash Testimonials

While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more

Insiders Bash Recap

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

Book Review: Straight Talk About Planning Your Succession

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