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.

The Significance of Understanding the Value Gap for Business Owners and Advisors

The Significance of Understanding the Value Gap for Business Owners and Advisors

June 13, 2024 4 min read
6 Ways Financial Advisors Grow Their Practices with Exit Planning
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6 Ways Financial Advisors Grow Their Practices with Exit Planning

June 10, 2024 6 min read
179 CEPAs Join the EPI Network in May 2024
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179 CEPAs Join the EPI Network in May 2024

June 6, 2024 9 min read
What is a CEPA?
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What is a CEPA?

June 3, 2024 3 min read
The Embedded CEPA Advantage: How A Fractional CFO Helped Guide Jax Kar Wash to a Successful Exit
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The Embedded CEPA Advantage: How A Fractional CFO Helped Guide Jax Kar Wash to a Successful Exit

May 31, 2024 2 min read
Calm the Storm: Exiting from a Large Public Company
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Calm the Storm: Exiting from a Large Public Company

May 30, 2024 4 min read
Recap of the 2024 Exit Planning Summit
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Recap of the 2024 Exit Planning Summit

May 28, 2024 1 min read
How REAG Supports the CEPA and Their Clients Through M&A
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How REAG Supports the CEPA and Their Clients Through M&A

May 24, 2024 4 min read
The Greatest Spectacle in...Exit Planning
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The Greatest Spectacle in...Exit Planning

May 23, 2024 3 min read