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.

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
Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute
Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute laptop open on blue and white background

Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute

September 10, 2025 3 min read
229 CEPAs Join the EPI Network in August 2025

229 CEPAs Join the EPI Network in August 2025

September 9, 2025 8 min read
Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage
Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage

Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage

September 8, 2025 4 min read
Our Must-Reads for Exit Planning on National Read a Book Day
Our Must-Reads for Exit Planning on National Read a Book Day open book on white background

Our Must-Reads for Exit Planning on National Read a Book Day

September 4, 2025 3 min read
5 Mistakes that Decrease the Value of Your Client’s Business
5 Mistakes that Decrease the Value of Your Client's Business

5 Mistakes that Decrease the Value of Your Client’s Business

September 3, 2025 5 min read
Accounting Principles as the Quarterback Leading the Financial Leg of the Stool: A Case Study
Accounting Principles as the Quarterback: Leading the Financial Leg of the Stool

Accounting Principles as the Quarterback Leading the Financial Leg of the Stool: A Case Study

September 1, 2025 1 min read
Back to School, Back to CEPA
Back to School, Back to CEPA woman on laptop studying
August 28, 2025 3 min read