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 family business Intangible Capital women in business Exit Options Black Friday CPA Walking to Destiny Chapters State of Owner Readiness Small business charitable intent Chris Snider National Accounts personal planning Financial Advisors Season of Deals 5 Ds About us Podcast Scott Snider Insiders Bash Christmas Exit Planning Content Library Case Studies Owner Roundtables Three Legs of the Stool Value Advisors financial planning Awards Circle of Excellence DriveValue EPI Thought Leadership Council Exit & Succession Five Ds executive training Owners Forum author forbes Exit Is Now Podcast Peter Christman Veteran Whitepapers Annual Exit Business Owners Forum SOOR business consultants team work
Why Employee Engagement Is 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 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
Unlock the Full Exit Planning Summit Experience in Nashville
Unlock the Full Exit Planning Summit Experience
Exit Planning Summit

Unlock the Full Exit Planning Summit Experience in Nashville

February 23, 2026 3 min read
321 CEPAs Join the EPI Network in January 2026
321 CEPAs Join the EPI Network in January 2026
Blog CEPA CEPA community

321 CEPAs Join the EPI Network in January 2026

February 19, 2026 11 min read
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
Load More Stories