How Many Owners Are “Actively” Working on Their Business Succession Plans with Advisors?
We were interested to see if our advisors knew how many owners have indicated they are actively working on their exit with an advisor.… read more
How Many Owners Are "Actively" Working on Their Business Succession Plans with Advisors? - LinkedIn Trivia
Top Women Wealth Advisors of 2021 – Celebrating CEPA Women in Finance
How many Certified Exit Planning Advisors (CEPAs) are on the list of 1,000 Women in Forbes "America's Top Women Wealth Advisors" for 2021? … read more
Business Valuations – The Most Intriguing Topic for Professional Advisors
We asked Exit Planning Advisors, "As a professional advisor to owners, which business topic most intrigues you?" … read more
How Many CEPAs Were Active in the Market in 2013? – LinkedIn Trivia Results
We asked Exit Planning Advisors, "In 2013 when the Value Acceleration Methodology was introduced, how many CEPAs where active in the market?"… read more
What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth? – LinkedIn Poll Results
Last week we asked our Advisor community, "What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth?"… read more
What are Gen Xer’s views on Money?- LinkedIn Trivia Results
Last week we asked our Advisor community, "According to West Midland Family Center, Gen Xers views on money are which of the following?"… read more
What Do You Believe is the Most Important to a Business Owner During Their Exit? – LinkedIn Results
Last week we asked our Advisor community, "What do you believe is the most important to a business owner during their exit?" … read more
What Percent of Owners Indicated They Strongly Agreed that Having an Exit Strategy is Important to Their Future and the Future of Their Company? – LinkedIn Trivia Results
Last week we asked our Advisor community, "What percent of owners indicated they strongly agreed that having an exit strategy is important to their future and the future of their company?" Here are the results.… read more
What is the Main Reason Companies Put on the Market Don’t Sell? – LinkedIn Results
Last week we asked our Advisor community, "What is the main reason companies put on the market don’t sell?" Here are the results. … read more
Who Do Business Owners Pick as Their Most Trusted Person Outside of the Traditional Advisor – LinkedIn Trivia Results
Last week we asked our Advisor community, "Outside of the traditional professional advisor, who did the business owner pick as their most trusted person?" Here are the results.… read more
CEPA Spotlight: How Landon Mance uses the Value Acceleration Methodology in his Wealth Management Practice
We spoke with Landon Mance, Financial Planner and Co-Founder of the newly formed Backbone Planning Partners, about what led him to become a CEPA and how he utilizes his CEPA education in his practice. … read more
CEPA Referral Program – Growing the CEPA Community
Together we can make an impact. If you enjoyed your CEPA experience and you have gained significant knowledge, refer a friend and help build a community of advisors that can serve owners needs in three areas; Business, Personal and Financial.… read more