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.

An Inside Look at EPI’s New Business Owner Prospecting and Engagement Series
An Inside Look at EPI’s New Business Owner Prospecting and Engagement Series

An Inside Look at EPI’s New Business Owner Prospecting and Engagement Series

May 21, 2026 3 min read
Why the 2027 Exit Planning Summit is a Must-Attend Event
Why the 2027 Exit Planning Summit is a Must-Attend Event

Why the 2027 Exit Planning Summit is a Must-Attend Event

May 19, 2026 2 min read
287 CEPAs Join the EPI Network in April 2026

287 CEPAs Join the EPI Network in April 2026

May 18, 2026 9 min read
Highlights from the 2026 Exit Planning Summit
Highlights from the 2026 Exit Planning Summit

Highlights from the 2026 Exit Planning Summit

May 14, 2026 2 min read
Why Every Business Owner Needs a Personal Plan Before Exit
Why Every Business Owner Needs a Personal Plan Before Exit

Why Every Business Owner Needs a Personal Plan Before Exit

May 13, 2026 2 min read
Hone Your Skills at EPI’s New CEPA Immersion Events
Hone Your Skills at EPI's New CEPA Immersion Events

Hone Your Skills at EPI’s New CEPA Immersion Events

May 12, 2026 2 min read
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

May 11, 2026 5 min read
Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors
Introducing CEPA Connect

Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors

May 7, 2026 2 min read
Exploring The Brand-New CEPA Membership Tiers
Exploring The Brand-New CEPA Membership Tiers

Exploring The Brand-New CEPA Membership Tiers

May 4, 2026 3 min read