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.

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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
Value Acceleration Methodology Business Owner CEPA

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
Value Acceleration Methodology Blog Business Owner CEPA

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
Value Acceleration Methodology Business Owner CEPA Financial Advisors

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
Value Acceleration Methodology Business Owner CEPA EPI Academy

Back to School, Back to CEPA

August 28, 2025 3 min read
The Advisor's Dilemma: When Your Toolkit Isn't Enough
The Advisor's Dilemma: When Your Toolkit Isn't Enough
Value Acceleration Methodology Blog Business Owner CEPA

The Advisor's Dilemma: When Your Toolkit Isn't Enough

August 27, 2025 7 min read
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers
Value Acceleration Methodology Business Owner CEPA

The Importance of the Personal Leg of the Stool with Jerome Myers

August 26, 2025 4 min read
Circle of Excellence: Profile of Inductee Patrick O'Brien
Circle of Excellence: Profile of Inductee Patrick O'Brien
Value Acceleration Methodology Business Owner CEPA

Circle of Excellence: Profile of Inductee Patrick O'Brien

August 25, 2025 3 min read
Exit Planning vs. Succession Planning: What’s the Difference?
Exit Planning vs. Succession Planning: What’s the Difference?
Value Acceleration Methodology Business Owner CEPA

Exit Planning vs. Succession Planning: What’s the Difference?

August 21, 2025 3 min read
Key Owner Readiness Findings Across Generations
Key Owner Readiness Findings Across Generations
Business Owner CEPA SOOR

Key Owner Readiness Findings Across Generations

August 18, 2025 3 min read
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