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.

What is Exit Planning?
Businessman walking away What is Exit Planning?

What is Exit Planning?

July 21, 2025 2 min read
Don’t Let Dog Days Get You Down: Here’s How to Stay Involved in Chapter Events
Don’t Let Dog Days Get You Down: Here’s How to Stay Involved in Chapter Events

Don’t Let Dog Days Get You Down: Here’s How to Stay Involved in Chapter Events

July 17, 2025 3 min read
154 CEPAs Join the EPI Network in June 2025

154 CEPAs Join the EPI Network in June 2025

July 15, 2025 5 min read
Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business
Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business

Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business

July 14, 2025 5 min read
Breaking Barriers: Tips to Achieve Lasting Business Significance
Breaking Barriers: Tips to Achieve Lasting Business Significance

Breaking Barriers: Tips to Achieve Lasting Business Significance

July 10, 2025 4 min read
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