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
It can be hard to objectively see the imperfections your business may have and know how to solve them, but waiting until it is time to sell is the wrong solution. Make sure you maximize your exit options by getting the skeletons out of your closet. … read more
There is no one “Right Time” to exit a business. But to be ready to exit your business at any time and receive the most capital from a potential buyer, you need to have a solidified exit plan in place.… read more
Learn how to bust the myth that high income equals high business value. Improve the readiness and attractiveness of your clients’ businesses by highlighting ways to grow and protect value through strategic planning.… read more
Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
