Business Owners, Remember to Come Up For Air During Your Exit – The Tokyo 2020 Olympics
How did Michael Phelps know he was ready to retire? Better yet, how do you know if you are ready to retire? Start planning for your next act.… read more
Business Owners, Remember to Come Up For Air During Your Exit - The Tokyo 2020 Olympics
Creating a Balanced Business Exit Strategy- The Tokyo 2020 Olympics
Simone Biles competes in her second Olympics this summer! Exit Planning Institute encourages business advisors to harness her flexibility, strength, and skill while working with owners… read more
How to “Sprint” in Exit Planning as a CPA – The Tokyo 2020 Olympics
The Olympics, much like Exit Planning, encompass people from across the globe as they go for the gold. Well, in exit planning it is not so much “gold” as it is “money”, but the metaphor stands.… read more
3 Tips to Improve Customer Loyalty in Your Business
Knowing your customer is the basis for everything that follows. Three tips to strengthen your customer relationships and deepen brand loyalty.… read more
What’s Next? – Plan For Your Next Act Before Selling Your Business
After selling your business, you might not be looking to “retire.” So, what is your plan for the next act of your life?… read more
Your Baby is Ugly: Top 3 Reasons No One Wants to Buy Your Business
Why is no one buying your business? Is it an "Ugly Baby"? Learn how to improve your chance of selling your business. … read more
Creating Businesses that are Built To Sell: How to Know if You Are Ready to Sell Your Business
Your business might seem ready for sale, but without evaluating the readiness and attractiveness, your company won't sell for the multiples you want… read more
9 Marketing Tips for Professional Advisors Looking to Attract Business Owner Clients
Are you sharing content your audience is interested in? Better yet… do you know who your target audience is?… read more
How to Make the Most of Your Business: the Longest Part of Your Life
On average 30% of our lives is spent working. Baby Boomer business owners spend even more of their lives working. … read more
A Look Inside The Unique World of: Value Creation
EPI interviewed 13 Value Advisors within the EPI Community to learn about their backgrounds. We were interested to know their opinions on value creation and how they feel value is created. We learned more about their individual processes and what owners can expect in the value creation engagement. Most importantly we discussed how other advisors… read more