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.

10 Things You Need for the Exit Planning Summit

10 Things You Need for the Exit Planning Summit

April 1, 2025 4 min read
Zebras: Why the Best Customers are Hiding in Plain Sight

Zebras: Why the Best Customers are Hiding in Plain Sight

March 31, 2025 5 min read
Shooting for Success: Building a Winning Culture
Shooting for Success: Building a Winning Culture blog image office employees happy playing basketball

Shooting for Success: Building a Winning Culture

March 27, 2025 3 min read
211 CEPAs Join the EPI Network in February 2025
211 New CEPAs in February

211 CEPAs Join the EPI Network in February 2025

March 25, 2025 7 min read
The Invisible Game: Mastering the Hidden Forces in Exit Planning

The Invisible Game: Mastering the Hidden Forces in Exit Planning

March 24, 2025 4 min read
How This Group Leveraged the CEPA Credential for Success: A Case Study

How This Group Leveraged the CEPA Credential for Success: A Case Study

March 20, 2025 1 min read
The Luck of the Irish: How Preparedness Trumps Luck in Exit Planning

The Luck of the Irish: How Preparedness Trumps Luck in Exit Planning

March 17, 2025 2 min read
What is the 2025 M&A Market Outlook?

What is the 2025 M&A Market Outlook?

March 13, 2025 3 min read
Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations

Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations

March 11, 2025 6 min read