CEPA Spotlight: Mark Kravietz

CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more

Exit Planning Stories From the Road

  “Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

2016 Award Winners

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016… read more