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

How an Estate Planning Attorney Can Support an Exit Planning Team
How an Estate Planning Attorney Can Support an Exit Planning Team
Blog

How an Estate Planning Attorney Can Support an Exit Planning Team

Jun 4, 2026 11:00:01 AM
How Certified Exit Planning Advisors Can Help Guide Succession Planning
How Certified Exit Planning Advisors Can Help Guide Succession Planning
Blog

How Certified Exit Planning Advisors Can Help Guide Succession Planning

Jun 1, 2026 11:00:00 AM
You’ve Attended the Exit Planning Summit, Now What?
You've Attended the Exit Planning Summit, Now What?
Blog

You’ve Attended the Exit Planning Summit, Now What?

May 28, 2026 11:00:00 AM
Why Growth and Impact Week Matters for Business Owners and Advisors
Why Growth and Impact Week Matters for Business Owners and Advisors
Blog

Why Growth and Impact Week Matters for Business Owners and Advisors

May 25, 2026 11:00:02 AM
An Inside Look at EPI’s Business Owner Prospecting and Engagement Series
An Inside Look at EPI's Business Owner Prospecting and Engagement Series
Value Acceleration Methodology

An Inside Look at EPI’s Business Owner Prospecting and Engagement Series

May 21, 2026 11:00:02 AM
View All Blog Articles

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