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EXIT PLANNING CONTENT LIBRARY
Read the latest research, case studies, infographics, and whitepapers pertaining to Exit Planning and business value growth strategies.
Download our Latest Content
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THE IMPACT OF UNINTENDED CONSEQUENCES ON BUSINESS VALUE WHITEPAPER
Learn how professional advisors help mitigate the risks associated with the 5 Ds and prepare owners for their eventual business exit.
![5 Ds Infographic](https://exit-planning-institute.org/hs-fs/hubfs/5%20Ds%20Infographic.png?width=1200&height=630&name=5%20Ds%20Infographic.png)
THE FIVE Ds INFOGRAPHIC
A checklist for building value in each facet of a business based on the 5 Ds.
![03-23-Q1-ContentPackage-LinkedIn-CaseStudy](https://exit-planning-institute.org/hs-fs/hubfs/03-23-Q1-ContentPackage-LinkedIn-CaseStudy.jpg?width=1200&height=628&name=03-23-Q1-ContentPackage-LinkedIn-CaseStudy.jpg)
NAVIGATING A SUCCESSION PLAN THAT IS IMPACTED BY THE 5 Ds CASE STUDY
See how the advisory team at WealthPoint worked on a case impacted by the 5 Ds
![12-22-EPI-Q4-ContentPackage-LinkedIn-Whitepaper](https://exit-planning-institute.org/hs-fs/hubfs/12-22-EPI-Q4-ContentPackage-LinkedIn-Whitepaper.jpg?width=1200&height=628&name=12-22-EPI-Q4-ContentPackage-LinkedIn-Whitepaper.jpg)
INTANGIBLE CAPITALS MAKE OR BREAK YOUR BUSINESS WHITEPAPER
A variety of experts share how Intangible Capitals can be strengthened to improve business value.
![12-22-EPI-Q4-ContentPackage-LinkedIn-Infographic](https://exit-planning-institute.org/hs-fs/hubfs/12-22-EPI-Q4-ContentPackage-LinkedIn-Infographic.jpg?width=1200&height=628&name=12-22-EPI-Q4-ContentPackage-LinkedIn-Infographic.jpg)
THE FOUR INTANGIBLE CAPITALS INFOGRAPHIC
A checklist toward building value in each of the Intangible Capitals in your business.
![12-22-EPI-Q4-ContentPackage-LinkedIn-CaseStudy](https://exit-planning-institute.org/hs-fs/hubfs/12-22-EPI-Q4-ContentPackage-LinkedIn-CaseStudy.jpg?width=1200&height=628&name=12-22-EPI-Q4-ContentPackage-LinkedIn-CaseStudy.jpg)
BUILD VALUE IN YOUR BUSINESS CASE STUDY
Walk through the path toward building transferable value in a business.
![11-2022-Q3-Content-LinkedIn-Whitepaper](https://exit-planning-institute.org/hs-fs/hubfs/11-2022-Q3-Content-LinkedIn-Whitepaper.jpg?width=1200&height=628&name=11-2022-Q3-Content-LinkedIn-Whitepaper.jpg)
EXIT STRATEGY AS A BUSINESS STRATEGY WHITEPAPER
Six case studies featuring exit options from the perspective of the advisor and business owner.
![11-2022-Q3-Content-LinkedIn-Infographic](https://exit-planning-institute.org/hs-fs/hubfs/11-2022-Q3-Content-LinkedIn-Infographic.jpg?width=1200&height=628&name=11-2022-Q3-Content-LinkedIn-Infographic.jpg)
THE BUSINESS PLANNING PYRAMID INFOGRAPHIC
Incorporate the Business Planning Pyramid in your next client engagements.
![11-2022-Q3-Content-LinkedIn-CaseStudy](https://exit-planning-institute.org/hs-fs/hubfs/11-2022-Q3-Content-LinkedIn-CaseStudy.jpg?width=1200&height=628&name=11-2022-Q3-Content-LinkedIn-CaseStudy.jpg)
THE CHALLENGE OF NOT WORKING WITH AN EXIT PLANNING ADVISOR
When planning to exit your business, having the proper team in place is paramount to your success.
![Walking you through the perfect exit](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Whitepaper-LI-1.jpeg?width=1200&height=628&name=Whitepaper-LI-1.jpeg)
WALKING YOU THROUGH THE PERFECT EXIT WHITEPAPER
We dive deep into the importance
of personal planning and uncovering
your personal purpose.
THE TABLE INFOGRAPHIC
![who is on an owner's exit planning team](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Infographic-LI-1.jpeg?width=1200&height=628&name=Infographic-LI-1.jpeg)
WHO HAS A SEAT AT
THE TABLE INFOGRAPHIC
Understand the key members on your exit
planning team and the roles they play.
![the value of transitioning a business to its employees](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/CaseStudy-LI-1.jpeg?width=1200&height=628&name=CaseStudy-LI-1.jpeg)
TRANSITIONING A BUSINESS TO ITS EMPLOYEES CASE STUDY
Learn more about Happy Earth Cleaning’s
transition from LLC to Co-operative.
![request the newest EPI whitepaper](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/03-2022-Q1-Content-LinkedIn-Whitepaper.jpeg?width=1200&height=628&name=03-2022-Q1-Content-LinkedIn-Whitepaper.jpeg)
UNDERSTANDING YOUR BUSINESS VALUE WHITEPAPER
Utilizing the Five Stages of Value Maturity
to ready businesses (and Business
Owners) for an exit.
![request the newest EPI infographic](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/03-2022-Q1-Content-LinkedIn-Infographic.jpeg?width=1200&height=628&name=03-2022-Q1-Content-LinkedIn-Infographic.jpeg)
THE UPDATED VALUE ACCELERATION METHODOLOGY
The Value Acceleration Methodology is the
backbone to exit planning.
![request the newest EPI case study](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/03-2022-Q1-Content-LinkedIn-CaseStudy.jpeg?width=1200&height=628&name=03-2022-Q1-Content-LinkedIn-CaseStudy.jpeg)
HOW TO STRATEGICALLY BUILD TRANSFERRABLE VALUE
The Five Stages of Value Maturity
impact the growth and ultimate sale
of a real business.
![request the newest EPI whitepaper](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/121321-123121-Q4Content-LinkedIn-Whitepaper.jpeg?width=1200&height=628&name=121321-123121-Q4Content-LinkedIn-Whitepaper.jpeg)
FROM SUCCESSFUL TO SIGNIFICANT WHITEPAPER
Business, Personal, Financial: a holistic
approach to high-value transitions.
BUSINESS OWNER
![request the newest EPI infographic](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/121321-123121-Q4Content-LinkedIn-Infographic.jpeg?width=1200&height=628&name=121321-123121-Q4Content-LinkedIn-Infographic.jpeg)
DECENTRALIZING THE
BUSINESS OWNER
Do you know the risks in with a business
that is completely dependent on the owner?
![request the newest EPI case study](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/121321-123121-Q4Content-LinkedIn-CaseStudy.jpeg?width=1200&height=628&name=121321-123121-Q4Content-LinkedIn-CaseStudy.jpeg)
A FRAMEWORK TO BUILD VALUE IN YOUR BUSINESS
A case study on how to apply the Value
Acceleration Methodology in your business.
![five things every business owner must know about exit planning](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/EPI_LinkedIn-54321-whitepaper-1.jpeg?width=1201&height=629&name=EPI_LinkedIn-54321-whitepaper-1.jpeg)
5-4-3-2-1 WHITEPAPER
Five things every Business Owner
must know about exit planning.
![five stages of value maturity](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/5-Stages_LinkedIn.jpeg?width=1200&height=628&name=5-Stages_LinkedIn.jpeg)
FIVE STAGES OF VALUE MATURITY
An in-depth look at the Five Stages
of Value Maturity.
![how exit planning institute focused on improving their human capital](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/EPI-HumanCapital-CaseStudy-Social_LinkedIn.jpeg?width=1201&height=629&name=EPI-HumanCapital-CaseStudy-Social_LinkedIn.jpeg)
EPI HUMAN CAPITAL CASE STUDY
How Exit Planning Institute focused
on improving their Human Capital.