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.

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

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

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)

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

June 9, 2025 4 min read
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit man pointing to upward arrow

Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit

June 5, 2025 7 min read
Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value

Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value

June 3, 2025 5 min read
Let's Recap DriveValue.com Race Weekend and Our Newest Market Study
Let's Recap DriveValue.com Race Weekend and Our Newest Market Study

Let's Recap DriveValue.com Race Weekend and Our Newest Market Study

June 3, 2025 2 min read
The Evolution of Exit Planning: 20 Years of Impact
The Evolution of Exit Planning: 20 Years of Impact

The Evolution of Exit Planning: 20 Years of Impact

June 2, 2025 3 min read
Creating Generational Wealth: 20 Years of Preserving Family Businesses
Creating Generational Wealth: 20 Years of Preserving Family Businesses yellow and white text over blue background, image is father and son reviewing a sheet of paper

Creating Generational Wealth: 20 Years of Preserving Family Businesses

May 29, 2025 3 min read
How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities
How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities two people talking on blue background

How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities

May 27, 2025 4 min read