Catch Up on Exit Planning Content You Might Have Missed!

We analyzed Frosty the Snowman and picked out a few lessons to strengthen your social capital and build value in your business. … read more
We analyzed Frosty the Snowman and picked out a few lessons to strengthen your social capital and build value in your business. … read more
Are you featuring the right type of content to connect with your potential clients, customers, and other business professionals? … 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 have shared over 50 articles pertaining to the Exit Planning industry in the first six months of 2021. We thought we would save you some scrolling and share some of our favorite articles from the first half of the year.… 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
In most cases, the first time a potential customer interacts with your brand will be through a story they have seen or heard about your business. Better make it a good one. … read more
Just like the movie Groundhog Day, if you spend every day doing the same thing, you will never see the changes you crave in your business and in your life. According to the U.S. Department of Labor Statistics, about 20% of small businesses fail within their first year. … read more
Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more
2020 was a roller coaster of a year. Take a look back at our year in Exit Planning by reading some of our favorite articles from 2020. … read more