EXIT PLANNING CONTENT LIBRARY

Explore the latest research, case studies, infographics, and whitepapers related to Exit Planning and strategies for growing business value.

EXPLORE ALL THINGS EXIT PLANNING WITH OUR LATEST CONTENT

Brush up and stay ahead on all things exit planning with Exit Planning Institute®’s (EPI) latest resources, designed to educate and inform on relevant, actionable strategies for advisors. These articles, videos, collections, and more are specifically created and curated to improve your skills and expand your practice to serve your clients better.

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MASTERING THE MARKET

Hear firsthand perspectives from thought leaders in the exit planning community on specific topics in these collections. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge.

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EPI BLOG

Stay updated with the latest trends in exit planning by exploring our informative exit planning blog. Designed to enhance your skills as an advisor, this ongoing collection of short-form articles provides you with essential strategies and insights from industry professionals.

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ANNUAL EXIT

EPI's first-of-its-kind exit planning magazine is full of key insights and interesting topics to engage both fellow advisors and business owners alike. Hear practical strategies, success stories, and expert insights to help navigate business transitions.

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Download Our CEPA Brochure

Learn more about becoming a Certified Exit Planning Advisor (CEPA).