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.

All Topics Blog CEPA exit planning CEPA community Business Owner Exit Planning Summit EPI Chapter Network Value Acceleration Methodology Exit Planning Partner Network EPI Announcement Content Webinars Excellence in Exit Planning Awards Marketing 2024 Exit Planning Summit 5 Stages of Value Maturity Books EPI Academy EPI Team Exit Planning Teams Leadership 2023 Exit Planning Summit Intangible Capital family business women in business Exit Options Black Friday CPA Walking to Destiny Chapters State of Owner Readiness Small business charitable intent personal planning Chris Snider National Accounts Financial Advisors Season of Deals 5 Ds About us Podcast Scott Snider Insiders Bash Christmas Exit Planning Content Library Case Studies DriveValue Owner Roundtables Three Legs of the Stool Value Advisors financial planning Awards Circle of Excellence EPI Thought Leadership Council Exit & Succession Five Ds executive training Annual Exit Owners Forum author forbes Exit Is Now Podcast Peter Christman Veteran Whitepapers Business Owners Forum SOOR business consultants team work
How EPI’s Employee and Rookie of the Year Elevate Human and Social Capital
How EPI’s Employee and Rookie of the Year Elevate Human and Social Capital
EPI Team Intangible Capital

How EPI’s Employee and Rookie of the Year Elevate Human and Social Capital

March 17, 2026 3 min read
276 CEPAs Join the EPI Network in February 2026
276 CEPAs Join the EPI Community in February 2026
Blog CEPA CEPA community

276 CEPAs Join the EPI Network in February 2026

March 16, 2026 9 min read
15 Years of Elevating CEPAs at the Exit Planning Summit
15 Years of Elevating CEPAs at the Exit Planning Summit
Exit Planning Summit

15 Years of Elevating CEPAs at the Exit Planning Summit

March 12, 2026 3 min read
From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap
From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap
Exit Planning Partner Network DriveValue

From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap

March 10, 2026 6 min read
Exiting to, Not From: Why Personal Planning Matters in Exit Planning
Exiting To, Not From: Why Personal Planning Matters in Exit Planning
personal planning Annual Exit

Exiting to, Not From: Why Personal Planning Matters in Exit Planning

March 9, 2026 2 min read
How CEPAs Turn March Madness into a Winning Exit Strategy
How CEPAs Turn March Madness into a Winning Exit Strategy
Annual Exit

How CEPAs Turn March Madness into a Winning Exit Strategy

March 5, 2026 3 min read
Why Employee Engagement is a Key Value Driver
Blog graphic titled “Why Employee Engagement Is a Key Value Driver” featuring upward green arrows representing increased business value and organizational growth
Business Owner Intangible Capital Small business team work

Why Employee Engagement is a Key Value Driver

March 3, 2026 4 min read
What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)
What to Expect at your First Exit Planning Summit (and Why You'll Want to Come Back)
Exit Planning Summit

What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)

March 2, 2026 2 min read
Why Saying "I’ll Know When the Time is Right" is Not Good Exit Planning Strategy
Why Saying ‘I’ll Know When the Time Is Right’ Is Not Good Exit Planning Strategy
Blog Business Owner CEPA DriveValue

Why Saying "I’ll Know When the Time is Right" is Not Good Exit Planning Strategy

February 24, 2026 3 min read
Load More Stories