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Cybercrime – The #1 Financial Risk to Small Businesses in the U.S.
Small companies have been significant targets of cybercrimes since 2020.
How to Utilize the CEPA Credential within Raymond James
Join Exit Planning Institute's Josh Koza as he sits down with Dax Seale, CEPA and Managing Director for Seale Wealth Management of Raymond James as they discuss how he incorporates his CEPA education into his work at Raymond James.
Capitaliz On the Value Potential of Your Clients’ Businesses
Work through a live case study showing how the Capitaliz 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale.
ESOPs as an Exit Planning Strategy
An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations.
How To Get More Done in Less Time Without Burning Out
What if you could boost your professional and personal performance by 20-300% with a few changes to your approach and mindset?
Business SOOR Stats
Exit Planning is about a holistic approach with an equal focus on blending business, personal, and financial goals.
Tax Advantaged Business Sales
We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.
Personal SOOR Stats
In past research into owner readiness for transition, EPI found that only 9% of owners had a written personal transition plan for when they exited their business.
How CEPAs Use Technology to Prepare Business Owners for a Successful Exit
Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.
Employee Ownership 101: For Small Business Advisors, and Exit Planners
Be inspired to build demand for employee ownership, while simultaneously increasing the supply of CEPAs and other exit professionals who can execute one or more pieces of the employee ownership service needs.
Financial SOOR Stats
Most owners know their business goals and the multiples they would like their business to sell for, but they fail to think about the personal and personal financial impact of exiting their business.
