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.

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

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

January 5, 2026 4 min read
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

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

January 1, 2026 3 min read
Are You and Your Business Owner Clients Prepared for 2026?
Are You and Your Business Owner Clients Prepared for 2026?

Are You and Your Business Owner Clients Prepared for 2026?

December 29, 2025 3 min read
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

The Lesser-Known Benefits of Decentralizing a Business Owner

December 25, 2025 4 min read
How You Can Prioritize Personal Planning in 2026
How You Can Prioritize Personal Planning in 2026

How You Can Prioritize Personal Planning in 2026

December 22, 2025 3 min read
A Closer Look at EPI’s Growth in 2025
A Closer Look at EPI's Growth in 2025.

A Closer Look at EPI’s Growth in 2025

December 18, 2025 3 min read
What is an Employee Ownership Trust?
What is an Employee Ownership Trust?

What is an Employee Ownership Trust?

December 15, 2025 3 min read
313 CEPAs Join the EPI Network in November 2025
313 CEPAs Join the EPI Network in November 2025.

313 CEPAs Join the EPI Network in November 2025

December 9, 2025 10 min read
Family Business Succession: Professional Options When Next Generation Isn't Ready
Family Business Succession: Professional Options When Next Generation Isn't Ready three generations of a family sit with each other, grandfather at the top, father in the middle, and son at the bottom

Family Business Succession: Professional Options When Next Generation Isn't Ready

December 8, 2025 5 min read