Am I Going the Right Way? The Maze of Exiting Your Business
While you might get stuck in a corn maze or two this fall, don’t get stuck in an unsuccessful business exit.… read more
Am I Going the Right Way? The Maze of Exiting Your Business
10 Pain Points Owners Run Into Before Selling Their Business
We spoke with four Certified Exit Planning Advisors (CEPAs) to gain a deeper understanding of the top 10 pain points business owners face before they exit their business. … read more
Are Business Owners in Colorado Prepared for Exit?
We recently conducted research on business owners in Colorado to measure their readiness and attractiveness in terms of exiting their business. … read more
Three Exit Planning Resources to Bring to Your Next Client Meeting
The Exit Planning Institute released three content pieces specifically geared toward owners as they begin their exit planning journey. … read more
The Cost of Inaction On Your Business Exit Strategy
Waiting to plan your exit strategy until months before your exit leads to problems with your personal, financial, and business life.… read more
2022 Exit Planning Institute Program Announcement
Exit Planning Institute is excited to announce our new programs. Register for our upcoming programs and enhance your exit planning education!… read more
Are Business Owners Ready for An Exit Planning Conversation – The 8th Annual Business Owners Forum
Join Exit Planning Institute and the EPI Greater New York Chapter for our 8th Annual Business Owners Forum on Tuesday, October 19! … read more
Business Owners, Remember to Come Up For Air During Your Exit – The Tokyo 2020 Olympics
How did Michael Phelps know he was ready to retire? Better yet, how do you know if you are ready to retire? Start planning for your next act.… read more
2020 State of the Institute Key Takeaways
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
Announcement: 2019 Excellence in Exit Planning Award Nominees
The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more
Planning Options
Wednesday, August 21, 2019 | 2:00-3:00 PM EST | Register Now In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms. It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit… read more
Exit Planning Awareness Across the Country
We cannot believe it is June 1, it has been a busy year for exit planning. You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order… read more
