How to Work on a Cross-Functional Advisory Team


What is Practice Launch Lite?

Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm… read more

The Sixth Annual Summit Charity Giveback

During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more

Family Matters

Your business is likely your largest financial asset, and as such, the success and potential sale of your business impacts each member of your immediate family. … read more

The Value of Green Businesses

We spoke with the former owners of Happy Earth Cleaning and Cal Solar to understand the impact of employee ownership on their companies.… read more