THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

Circle of Excellence: Profile of Inductee Christopher Cooper
Circle of Excellence: Christopher Cooper on a green and blue gradient background

Circle of Excellence: Profile of Inductee Christopher Cooper

July 7, 2025 3 min read
Helping Owners Find Independence from Their Business
Helping Owners Find Independence from Their Business

Helping Owners Find Independence from Their Business

July 3, 2025 3 min read
The Importance of Collaborative Teams in Exit Planning
The Importance of Collaborative Teams in Exit Planning

The Importance of Collaborative Teams in Exit Planning

June 30, 2025 3 min read
196 CEPAs Join the EPI Network in May 2025

196 CEPAs Join the EPI Network in May 2025

June 26, 2025 7 min read
Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study

Closing the Gap to Become a Better Advisor: A Case Study

June 25, 2025 1 min read
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering

Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering

June 24, 2025 4 min read
Five Reasons to Register Early for the Exit Planning Summit
5 Reasons to Register Early for the Exit Planning Summit

Five Reasons to Register Early for the Exit Planning Summit

June 23, 2025 2 min read
How to Turn Your Business Into a Freedom Machine, No Sale Required
How to Turn Your Business Into a Freedom Machine, No Sale Required

How to Turn Your Business Into a Freedom Machine, No Sale Required

June 19, 2025 3 min read
How to Play the Boomer Exit Wave
How to Play the Boomer Exit Wave on white background two older business owners having a conversation

How to Play the Boomer Exit Wave

June 16, 2025 6 min read