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.

Essential Certifications that Every Exit Planner Should Know
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Essential Certifications that Every Exit Planner Should Know

October 16, 2025 3 min read
Top Books and Resources for Certified Exit Planning Advisors
Top Books and Resources for Certified Exit Planning Advisors book covers on a white background

Top Books and Resources for Certified Exit Planning Advisors

October 14, 2025 3 min read
Tommy Breedlove and Ben Utecht to Keynote the 2026 Exit Planning Summit
meet Tommy Breedlove and Ben Utecht, the keynote speakers at the 2026 Exit Planning Summit

Tommy Breedlove and Ben Utecht to Keynote the 2026 Exit Planning Summit

October 13, 2025 3 min read
Why Every Business Owner Deserves a Legacy-level Deal
Why Every Business Owner Deserves a Legacy-level Deal  people on blue background shaking hands for business deal

Why Every Business Owner Deserves a Legacy-level Deal

October 7, 2025 3 min read
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