Is Workplace Culture Really Important to the Success of Your Business?
How do you measure the strength of your company’s social capital or culture? Is this culture actually of value to your desired employee base? … read more
Is Workplace Culture Really Important to the Success of Your Business? (hint: yes, it is)
2022 Exit Planning Institute Program Announcement
Exit Planning Institute is excited to announce our new programs. Register for our upcoming programs and enhance your exit planning education!… read more
Are Business Owners Ready for An Exit Planning Conversation – The 8th Annual Business Owners Forum
Join Exit Planning Institute and the EPI Greater New York Chapter for our 8th Annual Business Owners Forum on Tuesday, October 19! … read more
Business Owners, Remember to Come Up For Air During Your Exit – The Tokyo 2020 Olympics
How did Michael Phelps know he was ready to retire? Better yet, how do you know if you are ready to retire? Start planning for your next act.… read more
Creating a Balanced Business Exit Strategy- The Tokyo 2020 Olympics
Simone Biles competes in her second Olympics this summer! Exit Planning Institute encourages business advisors to harness her flexibility, strength, and skill while working with owners… read more
How to “Sprint” in Exit Planning as a CPA – The Tokyo 2020 Olympics
The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
3 Tips to Improve Customer Loyalty in Your Business
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more
What’s Next? – Plan For Your Next Act Before Selling Your Business
After selling your business, you might not be looking to “retire.” So, what is your plan for the next act of your life?… read more
Generational Differences – What Makes a Baby Boomer a Baby Boomer? – LinkedIn Trivia Results
We are interested to see if financial advisors know key differences between the Baby Boomers and other generations. … read more
Your Baby is Ugly: Top 3 Reasons No One Wants to Buy Your Business
Why is no one buying your business? Is it an "Ugly Baby"? Learn how to improve your chance of selling your business. … read more
Creating Businesses that are Built To Sell: How to Know if You Are Ready to Sell Your Business
Your business might seem ready for sale, but without evaluating the readiness and attractiveness, your company won't sell for the multiples you want… read more
9 Marketing Tips for Professional Advisors Looking to Attract Business Owner Clients
Are you sharing content your audience is interested in? Better yet… do you know who your target audience is?… read more