How to Improve Your Business Reach with User-Generated Content
Are you featuring the right type of content to connect with your potential clients, customers, and other business professionals? … read more
How to Improve Your Business Reach with User-Generated Content
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
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
A Look Back at Top Exit Planning Institute Articles
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
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
Storytelling in Business – How to Build a Successful and Memorable Brand Story
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
Groundhog Day: Those Who Don’t Learn from Business Mistakes are Doomed to Repeat Them
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 Marketing for Business Advisors
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
Exit Planning Institute Content Exhale
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
Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library
Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following: Reunion Roundtable Session Maximizing Business Value Panel Session Exit Options Panel Session This OwnerRoundtable Series™ content is designed to complement your current program,… read more
