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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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Speak Their Language: The Overlooked Secret to Effective Leadership
Speak Their Language: The Overlooked Secret to Effective Leadership
Blog Business Owner CEPA Intangible Capital

Speak Their Language: The Overlooked Secret to Effective Leadership

May 15, 2025 3 min read
Highlights from the 2025 Exit Planning Summit
2025 Top Takeaways & What's Next Exit Planning Summit man and women attendees chat at the Summit
Blog Exit Planning Summit

Highlights from the 2025 Exit Planning Summit

May 13, 2025 3 min read
Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners
Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners tv screen
Blog Business Owner CEPA

Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners

May 12, 2025 4 min read
Circle of Excellence: Profile of Inductee Rich Jackim
Circle of Excellence: Rich Jackim headshot on blue background
Leadership Exit Planning Summit Circle of Excellence

Circle of Excellence: Profile of Inductee Rich Jackim

May 8, 2025 3 min read
Meet the 2025 Excellence in Exit Planning Award Winners
Excellence in Exit Planning Award Winners on blue background, headshots of Joe Seetoo, Rick Krebs, and Renee Russo
Blog CEPA Excellence in Exit Planning Awards Exit Planning Summit

Meet the 2025 Excellence in Exit Planning Award Winners

May 6, 2025 4 min read
Embracing Exit Readiness: A New Mindset for Business Owners
Embracing Exit Readiness: A New Mindset for Business Owners An Article Submitted by Capitaliz business people speaking around a table
Blog Business Owner CEPA

Embracing Exit Readiness: A New Mindset for Business Owners

May 5, 2025 5 min read
Meet the 2025 Circle of Excellence Inductees
Meet the 2025 Circle of Excellence Inductees
Leadership Exit Planning Summit Circle of Excellence

Meet the 2025 Circle of Excellence Inductees

May 1, 2025 3 min read
Recognizing CEPAs with 15 Years of Experience
Recognizing CEPAs with 15 Years of Experience headshots of cepas on green background with CEPA shield
Excellence in Exit Planning Awards Exit Planning Summit

Recognizing CEPAs with 15 Years of Experience

April 30, 2025 2 min read
From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late
From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late checking a computer screen with spreadsheets and pie chart
Blog Business Owner CEPA

From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late

April 29, 2025 4 min read
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