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

CEPA Spotlight: Justin Goodbread

Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more

Valuation: A Worthy Cause

Original article contributed from Family Business Magazine [download now] What’s it worth to you? One reason for confusion over valuation is that there’s more than one way to value a company. All too often in family businesses, family members are unaware of these distinctions. “They don’t understand how the companies get valued, and they don’t… read more

Is the M&A Window Closing?

Original article contributed from Quantive Valuations [see full article] How long can a good thing last? So here we are, halfway through 2019 and judging by the commentary from various talking heads, press releases, and my good friends in wealth management, it seems we really have no idea how strong the economy is. Maybe I’m… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

The Unsolicited Offer. What To Do.

Original article contributed from Quantive Valuations [see full article] The Unsolicited Offer: Understand the Buyer, Identify Pitfalls, and Develop a Game Plan Has someone reached out with you to discuss the sale of your company? You’re not alone. Many entrepreneurs and business owners routinely receive unsolicited calls or letters suggesting to buy their company. While… read more