Here’s What We’re Reading: A Curated List of Books for the Advisor or Business Owner in Your Life

Posted on:

2021/12/28

Build value in your personal and professional life, strengthen your leadership skills, and prepare for your business exit.… read more

The Importance of Strong Structural Capital: While Building a Gingerbread House

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2021/12/20

The most robust of all intangible capitals is Structural Capital. It encompasses everything that makes your company work efficiently.… read more

How To “Reel In” the Right Customers: Building Your Customer Capital

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2021/12/15

Exit Planning Institute shares tips on how to strengthen the Customer Capital in your business this holiday season.… read more

Exit Planning Lessons in Your Favorite Television Shows

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2021/12/10

Exit Planning Institute asked our advisors for their favorite television shows featuring exit planning topics either directly or indirectly. … read more

Highlight the Stars in Your Business: Building Your Human Capital

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2021/12/08

Exit Planning Institute shares tips on how to strengthen the Human Capital in your business this holiday season. … read more

Top 5 Reasons Why Family Business Successions Fail

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2021/12/03

Exit Planning Institute spoke with Christine Trumball and Judi Cunningham about the key factors that cause family successions to fail.… read more

EPI Celebrates GivingTuesday

Posted on:

2021/11/30

As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business. … read more