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
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 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
We asked Exit Planning Advisors, "As a professional advisor to owners, which business topic most intrigues you?" … read more
We asked Exit Planning Advisors, "In 2013 when the Value Acceleration Methodology was introduced, how many CEPAs where active in the market?"… read more
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
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
Last week we asked our Advisor community, "What do you believe is the most important to a business owner during their exit?" … read more
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
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
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
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
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