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.

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Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Business Owner CEPA charitable intent

Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

February 17, 2026 1 min read
Why Financial Advisors Need a Different Process for Business Owners
Why Financial Advisors Need a Different Process for Business Owners blue text on white background
Blog Business Owner CEPA DriveValue

Why Financial Advisors Need a Different Process for Business Owners

February 16, 2026 3 min read
Introducing EPI’s Second Annual Exit Magazine
Introducing EPI's Second Annual Exit Magazine
Annual Exit

Introducing EPI’s Second Annual Exit Magazine

February 12, 2026 2 min read
Where the Exit Planning Institute is Headed in 2026
Where the Exit Planning Institute is Headed in 2026 (2026 State of the Institute Address)
EPI Announcement Scott Snider

Where the Exit Planning Institute is Headed in 2026

February 10, 2026 1 min read
How Top Advisors Build All‑Star Exit Planning Teams
How Top Advisors Build All-Star Exit Planning Teams
Exit Planning Summit

How Top Advisors Build All‑Star Exit Planning Teams

February 9, 2026 3 min read
 Introducing the Exit Planning Institute Thought Leadership Council
Introducing the Exit Planning Institute Thought Leadership Council
CEPA EPI Thought Leadership Council

 Introducing the Exit Planning Institute Thought Leadership Council

February 5, 2026 3 min read
How to Build the Network Your Exit Planning Clients Deserve
How to Build the Network Your Exit Planning Clients Deserve
Exit Planning Summit Chapters

How to Build the Network Your Exit Planning Clients Deserve

February 2, 2026 3 min read
How to Mentor Your Team Through the Value Acceleration Methodology™
How to Mentor Your Team Through the Value Acceleration Methodology
Value Acceleration Methodology

How to Mentor Your Team Through the Value Acceleration Methodology™

January 29, 2026 3 min read
A Look at Joe Seetoo’s Exit Planning Toolkit for Business Owners
A Look at Joe Seetoo's Exit Planning Toolkit for Business Owners
CEPA Excellence in Exit Planning Awards

A Look at Joe Seetoo’s Exit Planning Toolkit for Business Owners

January 26, 2026 3 min read
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