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.

All Topics Blog CEPA exit planning CEPA community Business Owner Exit Planning Summit EPI Chapter Network Exit Planning Partner Network Value Acceleration Methodology EPI Announcement Content Webinars Excellence in Exit Planning Awards Marketing 2024 Exit Planning Summit 5 Stages of Value Maturity Books Exit Planning Teams EPI Team Leadership 2023 Exit Planning Summit EPI Academy family business women in business Intangible Capital Exit Options Black Friday CPA State of Owner Readiness Chapters Chris Snider National Accounts Small business Walking to Destiny charitable intent personal planning Financial Advisors 5 Ds About us Podcast Insiders Bash Scott Snider Christmas Exit Planning Content Library Season of Deals Case Studies Owner Roundtables Value Advisors financial planning Awards Circle of Excellence Exit & Succession Five Ds executive training Owners Forum Three Legs of the Stool forbes DriveValue EPI Thought Leadership Council Exit Is Now Podcast Peter Christman Veteran Whitepapers author Business Owners Forum SOOR business consultants
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
Value Acceleration Methodology Blog Business Owner CEPA

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

October 6, 2025 3 min read
How CEPAs can Empower Hispanic Entrepreneurs and Communities
Value Acceleration Methodology Business Owner CEPA Season of Deals

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
Value Acceleration Methodology Blog Business Owner CEPA

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
Value Acceleration Methodology CEPA Exit Planning Summit

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
CEPA Exit Planning Summit

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

September 23, 2025 3 min read
Fall into the Value Acceleration Methodology
Value Acceleration Methodology Business Owner CEPA EPI Academy

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
Value Acceleration Methodology Blog Business Owner CEPA

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
Blog State of Owner Readiness

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

September 15, 2025 3 min read
What is the Value Acceleration Methodology™?
The Value Acceleration Methodology flow chart on a computer screen.
Value Acceleration Methodology Business Owner CEPA EPI Academy Three Legs of the Stool

What is the Value Acceleration Methodology™?

September 11, 2025 3 min read
Load More Stories