Are You Prepared for a Family Business Transition?
About half of business owners want to transfer their business to a child but only 30% do so. Learn more about family business successions. … read more
Are You Prepared for a Family Business Transition? Happy Father's Day!
Understanding the Basics of Value Acceleration
The Basics of Value Acceleration course was created as an introduction to exit planning and business value growth for both business owners and advisors.… read more
Advance Your Exit Planning Education
In honor of National Education Day, Exit Planning Institute is sharing ways to further your education in exit planning. … read more
How to Work on a Cross-Functional Advisory Team
A business owner that works with a cross-functional team of advisors during their business exit is better prepared… 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 Secret Sauce of Value Creation and The Fourth Leg of the Stool
Meet our Exit Planning Summit Power Session Speaker, Mike McGrann. Mike has decades of experience working with family businesses. … read more
How to Manage a Significant Family Business: International Family Business Day
EPI spoke to Julie Keyes, Dyanne Ross-Hanson, and John Petika about their experience assisting family businesses during their transition process.… read more
Exit Planning Lessons in Your Favorite Television Shows
Exit Planning Institute asked our advisors for their favorite television shows featuring exit planning topics either directly or indirectly. … read more
A Trip to the Movies: Business Exit Strategies in Classic Films
We compiled a list of some of our favorite movies with exit planning topics for your next movie night! … read more
Take Your Child to Work Day – Family Business Planning
While most businesses like to say that their employees are “like family” to them, in a family business this is literally the case.… read more
The Twelve Days of EPI Christmas
You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more
EPI MythBusters – I Don’t Need a Detailed Exit Plan Because my Daughter Will Take Over the Family Business
Family run companies need to have alignment between family members and management when it comes to the business vision and plans. … read more