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.

Next-Gen Exit Planning: Leveraging Trust, Technology & Tailored Solutions
Next-Gen Exit Planning: Leveraging Trust, Technology & Tailored Solutions businessperson with smartphone in hand apps open concept

Next-Gen Exit Planning: Leveraging Trust, Technology & Tailored Solutions

October 6, 2025 3 min read
How CEPAs can Empower Hispanic Entrepreneurs and Communities

How CEPAs can Empower Hispanic Entrepreneurs and Communities

October 2, 2025 3 min read
Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success
Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success

Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success

September 29, 2025 5 min read
Meet Our 2025 Exit Planner of the Year Joe Seetoo
Meet Our 2025 Exit Planner of the Year Joe Seetoo Joe headshot on a blue and white gradient background

Meet Our 2025 Exit Planner of the Year Joe Seetoo

September 25, 2025 3 min read
Why the 2026 Exit Planning Summit is a Must-Attend Event
Why the 2026 Exit Planning Summit is a Must-Attend Event Nashville skyline on a blue and yellow gradient timeline with a sidebar of Summit images

Why the 2026 Exit Planning Summit is a Must-Attend Event

September 23, 2025 3 min read
Fall into the Value Acceleration Methodology

Fall into the Value Acceleration Methodology

September 22, 2025 3 min read
Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients
Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients

Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients

September 18, 2025 5 min read
Owner Readiness: What It Is & Why Should You Care?
Owner Readiness: What It Is & Why You Should Care? blue background with three bars signifying results

Owner Readiness: What It Is & Why Should You Care?

September 15, 2025 3 min read