THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

Consequences of Not Having a CEPA Guide My Two Exits
Consequences of Not Having a CEPA Guide My Two Exits dominoes on blue background

Consequences of Not Having a CEPA Guide My Two Exits

November 5, 2025 6 min read
Your Guide to Building a Legacy in 2025

Your Guide to Building a Legacy in 2025

November 3, 2025 4 min read
From Skeptic to Believer: How CEPAs Turn Plans into Action
From Skeptic to Believer: How CEPAs Turn Plans into Action chess board with business person in the back playing chess

From Skeptic to Believer: How CEPAs Turn Plans into Action

November 3, 2025 5 min read
Don’t Be Scared! How to Confront Skeletons in Your Exit Planning Closet 
Don't Be Scared: How to Confront Skeletons in Your Exit Planning Closet

Don’t Be Scared! How to Confront Skeletons in Your Exit Planning Closet 

October 30, 2025 4 min read
Circle of Excellence: Profile of Inductee Ken Sanginario
Circle of Excellence: Ken Sanginario Ken headshot on a blue green gradient background with gold laurel around him

Circle of Excellence: Profile of Inductee Ken Sanginario

October 28, 2025 2 min read
Value Acceleration: How to Create an Effective Leadership System
Value Acceleration: How to Create an Effective Leadership System blue speedometer concept pointing at leadership

Value Acceleration: How to Create an Effective Leadership System

October 27, 2025 4 min read
The Boomer Bubble is Fading. Here’s What’s Next. 
The Boomer Bubble is Fading. Here's What's Next title. Hand giving key to another hand on white background

The Boomer Bubble is Fading. Here’s What’s Next. 

October 23, 2025 4 min read
241 CEPAs Join the EPI Network in September 2025

241 CEPAs Join the EPI Network in September 2025

October 22, 2025 8 min read