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
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
This past year the Exit Planning Institute community grew exponentially. With the addition of several new firms that approved the Certified Exit Planning Advisor (CEPA) credential, the designation remains the most approved credential in the field of exit planning in the world. … read more
This year we are introducing our new tiered CEPA Membership Model. We recognize that some advisors are interested in joining a vast community of Certified Exit Planning Advisors with access to a comprehensive Content Portal, but some advisors are interested in actively holding the designation for the methodology alone.… read more
Our CEPA Masterclasses provide a virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning.… read more
December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… read more
Like shopping for holiday gifts, you know exactly what you would like, you just have no clue how to package it nicely. That is where a CEPA (Certified Exit Planning Advisor) comes in. A CEPA is responsible for taking your business and putting a nice bow on it. … read more
You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more
One thing is for sure, if you do not plan accordingly, your house will never end up how you imagined. And if you do not have enough "dough", your house will be a lot smaller than you dreamed.… read more
Family run companies need to have alignment between family members and management when it comes to the business vision and plans. … read more
