THE ANNUAL EXIT MAGAZINE
WHAT IS THE ANNUAL EXIT?
The Annual Exit is the first of its kind exit planning magazine created by The Exit Planning Institute®. This award-winning magazine delivers expert insights, real-world exit planning stories, and unique perspectives to help strengthen and define exit planning via the Value Acceleration Methodology™ .
OUR LATEST ISSUE
Every issue of the Annual Exit shares the story of the Peter Christman Exit Planner of the Year--the individual who demonstrates best-in-class exit planning knowledge and leadership. Our second edition features insights from 2025 winner Joe Seetoo and how he approaches the moment with energy and care.
Also in this edition:
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A deep dive into personal planning with Jerome Myers
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The psychology of exit with Kep Kepner
- A closer look at the intangible capitals inside EPI
- And more!
FEATURED HIGHLIGHTS
Exiting To, Not From
The Truth Behind Exit Readiness
Empowering Leadership
WHO THE ANNUAL EXIT IS FOR
The Annual Exit is packed with insights and lessons from industry experts, all designed for those navigating exit planning.
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Business owners seeking clarity, confidence, and alignment as they plan for a future transition.
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Certified Exit Planning Advisors (CEPAs) committed to delivering holistic, value-driven outcomes.
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Professional Advisors across the exit planning ecosystem, including financial, legal, accounting, and consulting professionals.
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EPI Members and Partners engaged in advancing best practices and professional excellence.
EXPLORE PAST EDITIONS
WHY THE ANNUAL EXIT MATTERS
Exit planning is good business strategy. Historically, around 75% of owners have experienced profound regret after exiting their business. This regret often stems from a lack of a personal plan, or, exiting away from the business rather exiting to the next thing.
The latest issue of the Annual Exit focuses on the deep personal planning that is essential for aligning the Three Legs of the Stool, a core concept in the Value Acceleration Methodology™. Designed to elevate conversations and broaden perspectives, the Annual Exit contains thought leadership, strategic and thought-provoking questions, as well as real-world stories from the subject matter experts that are working in the space.
As we highlight the Peter Christman Exit Planner of the Year, we recognize the kind of leadership and intent that Certified Exit Planning Advisors in the field are employing today.
As a tangible body of work, the Annual Exit is designed to be read, referenced, and revisited and is a demonstration of the Exit Planning Institute's (EPI) commitment to education, thought leadership, and advancing the profession
THE PETER CHRISTMAN EXIT PLANNER OF THE YEAR
Each year, EPI recognizes a CEPA who demonstrates leadership and mastery in the exit planning field. This individual not only works to achieve better outcomes for business owners, but also stands as an example and point of reference for their exit planning peers and colleagues.
The award, named after EPI co-founder and exit planning trailblazer, the late Peter Christman, recognizes the ongoing growth and expansion of the profession. As Peter pioneered a value-focused exit planning process, we honor his legacy by recognizing our new exit planning pioneers today. As the business owner demographic continues to expand, it is more critical than ever to have exit planning leaders who are willing to go the extra mile for their clients and set the standard for the profession.
Each Annual Exit cover and cover story highlights the Peter Christman Exit Planner of the Year, their story, and their path beyond success and toward significance.
NOT SURE WHERE TO START? WE'RE HERE TO HELP.
