Exit Planning Institute

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.

What The Heck is an Embedded CEPA?

What The Heck is an Embedded CEPA?

February 27, 2024 4 min read
How to Utilize Your CEPA® Credential as a Newly Credentialed Advisor: A CEPA Spotlight with Mark Zastrow

How to Utilize Your CEPA® Credential as a Newly Credentialed Advisor: A CEPA Spotlight with Mark Zastrow

February 23, 2024 3 min read
279 CEPAs Join the EPI Network in January 2024

279 CEPAs Join the EPI Network in January 2024

February 22, 2024 14 min read
CEPA Toolkit: Adding a Utility Knife at the Discover Gate

CEPA Toolkit: Adding a Utility Knife at the Discover Gate

February 21, 2024 5 min read
Changing Your Paradigm: A New Map for Exit Planning

Changing Your Paradigm: A New Map for Exit Planning

February 20, 2024 8 min read
5 Inspiring Speakers Take the Stage During the 2024 Exit Planning Summit Power Sessions

5 Inspiring Speakers Take the Stage During the 2024 Exit Planning Summit Power Sessions

February 19, 2024 5 min read
The Lesser-Known Benefits of Decentralizing a Business Owner

The Lesser-Known Benefits of Decentralizing a Business Owner

February 15, 2024 4 min read
As Others Celebrate Love this Valentine's Day, EPI Talks Divorce

As Others Celebrate Love this Valentine's Day, EPI Talks Divorce

February 14, 2024 3 min read
Meet The Authors Attending the Author Showcase at the 2024 Exit Planning Summit

Meet The Authors Attending the Author Showcase at the 2024 Exit Planning Summit

February 7, 2024 7 min read