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.

212 CEPAs Join the EPI Network in May 2026
212 CEPAs Join the EPI Network in May 2026

212 CEPAs Join the EPI Network in May 2026

June 15, 2026 7 min read
Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale
Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale

Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale

June 9, 2026 4 min read
The Conversations that Make or Break Succession
The Conversations that Make or Break Succession

The Conversations that Make or Break Succession

June 8, 2026 2 min read
How an Estate Planning Attorney Can Support an Exit Planning Team
How an Estate Planning Attorney Can Support an Exit Planning Team

How an Estate Planning Attorney Can Support an Exit Planning Team

June 4, 2026 2 min read
How Certified Exit Planning Advisors Can Help Guide Succession Planning
How Certified Exit Planning Advisors Can Help Guide Succession Planning

How Certified Exit Planning Advisors Can Help Guide Succession Planning

June 1, 2026 3 min read
You’ve Attended the Exit Planning Summit, Now What?
You've Attended the Exit Planning Summit, Now What?

You’ve Attended the Exit Planning Summit, Now What?

May 28, 2026 2 min read
Why Growth and Impact Week Matters for Business Owners and Advisors
Why Growth and Impact Week Matters for Business Owners and Advisors

Why Growth and Impact Week Matters for Business Owners and Advisors

May 25, 2026 3 min read
An Inside Look at EPI’s Business Owner Prospecting and Engagement Series
An Inside Look at EPI's Business Owner Prospecting and Engagement Series

An Inside Look at EPI’s 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