10 Steps to Close An Owner’s Value Gap
Exit Planning Institute hosted a webinar with Jan Graybill. He highlighted the necessary role CEPAs play in closing the owner's value gap. … read more
10 Steps to Close An Owner’s Value Gap: Expert insights from Jan Graybill
A Discover Gate Journey: Insights from Larry Weiss
Are you prepared to work through the Value Acceleration Methodology with your business owner clients? Learn more from Larry Weiss.… read more
2022 State of the Institute: Where is EPI Headed?
Join the Exit Planning Institute on January 27 at 1 PM for our 2022 State of the Institute Address with EPI President, Scott Snider. … read more
How to “Sprint” in Exit Planning as a CPA – The Tokyo 2020 Olympics
The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
3 Tips to Improve Customer Loyalty in Your Business
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more
What’s Next? – Plan For Your Next Act Before Selling Your Business
After selling your business, you might not be looking to “retire.” So, what is your plan for the next act of your life?… read more
Your Baby is Ugly: Top 3 Reasons No One Wants to Buy Your Business
Why is no one buying your business? Is it an "Ugly Baby"? Learn how to improve your chance of selling your business. … read more
Creating Businesses that are Built To Sell: How to Know if You Are Ready to Sell Your Business
Your business might seem ready for sale, but without evaluating the readiness and attractiveness, your company won't sell for the multiples you want… read more
9 Marketing Tips for Professional Advisors Looking to Attract Business Owner Clients
Are you sharing content your audience is interested in? Better yet… do you know who your target audience is?… read more
How to Make the Most of Your Business: the Longest Part of Your Life
On average 30% of our lives is spent working. Baby Boomer business owners spend even more of their lives working. … read more
Marketing for the Professional Advisor Masterclass
Exit Planning Institute is thrilled to announce our collaboration with RAYNE IX in our Marketing for the Professional Advisor Masterclass. … read more
Scott Snider has been Accepted into the Forbes Business Council
Join us in congratulating Exit Planning Institute President, Scott Snider, on his acceptance to the Forbes Business Council. This Council is the foremost growth and networking organization for successful business owners and leaders worldwide.… read more