Exit Planning Institute

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DISCOVER THE NEWEST EXIT PLANNING CONTENT

CaseStudies

CASE STUDIES

Explore real-world success stories from the exit planning community in these case studies. From building transferable value to navigating complex transitions, each story offers practical insight to help you apply proven strategies in your own work.
MTM (1)-1

MASTERING THE MARKET

Hear firsthand perspectives shared directly from leading industry experts in the exit planning community. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge and sharpen your skills.

AnnualExit

ANNUAL EXIT

EPI's first-of-its-kind exit planning magazine is full of comprehensive insights and to engage fellow advisors and business owners alike. Annual Exit provides information that can help shape successful conversations and strategy, making it a valuable resource.

FEATURED ARTICLES

Plan Your Trip to Nashville for the 2026 Exit Planning Summit
Plan Your Trip to Nashville (Everything You Need to Know)
Exit Planning Summit

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

Jan 5, 2026 11:00:00 AM
Your Guide to Maintaining Your Exit Planning New Year’s Resolutions
Your Guide to Maintaining Your Exit Planning New Year's Resolution title on blue text on white background with businessman main image
Business Owner

Your Guide to Maintaining Your Exit Planning New Year’s Resolutions

Jan 1, 2026 11:00:00 AM
Are You and Your Business Owner Clients Prepared for 2026?
Are You and Your Business Owner Clients Prepared for 2026?
Business Owner

Are You and Your Business Owner Clients Prepared for 2026?

Dec 29, 2025 11:00:00 AM
The Lesser-Known Benefits of Decentralizing a Business Owner
The Lesser Known Benefits of Decentralizing a Business Owner yellow and white text over blue background, main image is a business man in glasses smiling in a warm office environment
Business Owner

The Lesser-Known Benefits of Decentralizing a Business Owner

Dec 25, 2025 11:00:00 AM
How You Can Prioritize Personal Planning in 2026
How You Can Prioritize Personal Planning in 2026
Value Acceleration Methodology

How You Can Prioritize Personal Planning in 2026

Dec 22, 2025 11:00:00 AM
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Reinvent yourself with exit planning.