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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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196 CEPAs Join the EPI Network in May 2025
Blog CEPA CEPA community EPI Chapter Network exit planning

196 CEPAs Join the EPI Network in May 2025

June 26, 2025 7 min read
Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study
Business Owner CEPA

Closing the Gap to Become a Better Advisor: A Case Study

June 25, 2025 1 min read
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
Blog Business Owner CEPA

Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering

June 24, 2025 4 min read
Five Reasons to Register Early for the Exit Planning Summit
5 Reasons to Register Early for the Exit Planning Summit
Business Owner CEPA Exit Planning Summit

Five Reasons to Register Early for the Exit Planning Summit

June 23, 2025 2 min read
How to Turn Your Business Into a Freedom Machine, No Sale Required
How to Turn Your Business Into a Freedom Machine, No Sale Required
Blog Business Owner CEPA

How to Turn Your Business Into a Freedom Machine, No Sale Required

June 19, 2025 3 min read
How to Play the Boomer Exit Wave
How to Play the Boomer Exit Wave on white background two older business owners having a conversation
Blog Business Owner CEPA

How to Play the Boomer Exit Wave

June 16, 2025 6 min read
Understanding Lower Middle Market M&A: What CEPAs Need to Know
Understanding Lower Middle Market M&A: What CEPAs Need to Know blue arrow hitting target
Blog Business Owner CEPA

Understanding Lower Middle Market M&A: What CEPAs Need to Know

June 12, 2025 4 min read
Crafting Championship Legacies at the 2025 Exit Planning Summit
Crafting Championship Legacies at the 2025 Exit Planning Summit
Business Owner CEPA Exit Planning Summit

Crafting Championship Legacies at the 2025 Exit Planning Summit

June 10, 2025 3 min read
The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)
The 7 Follow-Up Mistakes Costing You Customers (And How CRM Software Fixes Them)
Blog CEPA Exit Planning Partner Network

The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)

June 9, 2025 4 min read
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