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.

Hone Your Skills at EPI’s New CEPA Immersion Events
Hone Your Skills at EPI's New CEPA Immersion Events

Hone Your Skills at EPI’s New CEPA Immersion Events

May 12, 2026 2 min read
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

May 11, 2026 5 min read
Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors
Introducing CEPA Connect

Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors

May 7, 2026 2 min read
Exploring The Brand-New CEPA Membership Tiers
Exploring The Brand-New CEPA Membership Tiers

Exploring The Brand-New CEPA Membership Tiers

May 4, 2026 3 min read
Why Founder Dependency Is the Silent Killer of Enterprise Value
Why Founder Dependency Is the Silent Killer of Enterprise Value

Why Founder Dependency Is the Silent Killer of Enterprise Value

April 30, 2026 6 min read
Announcing the 2026 Circle of Excellence Inductees
Announcing the 2026 Circle of Excellence Inductees

Announcing the 2026 Circle of Excellence Inductees

April 29, 2026 2 min read
What You Missed at the 2026 Exit Planning Summit, and What’s Next
What You Missed at the 2026 Exit Planning Summit & What's Next

What You Missed at the 2026 Exit Planning Summit, and What’s Next

April 27, 2026 3 min read
233 CEPAs Join the EPI Network in March 2026

233 CEPAs Join the EPI Network in March 2026

April 20, 2026 8 min read
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)

Meet the 2026 Excellence in Exit Planning Award Winners

April 19, 2026 5 min read