At Exit Planning Institute, we pride ourselves on providing professional advisors and business owners with best-in-class exit planning education and resources. In 2023 we released over 128 articles to our award-winning Exit Planning Institute blog. These articles were shared far and wide in the exit planning community and garnered national and international acclaim. As we begin 2024, we are excited to create new and informative content for our vast network of Certified Exit Planning Advisors® and the business owners they serve.
Look at our top 5 articles from this past year and continue to follow the Exit Planning Institute blog for more incredible content in 2024!
Top 10 Business Books to Read This Summer to Build Value in Your Business
In May 2023, we released our curated list of business books incorporating the Value Acceleration Methodology, exit planning strategies, or leadership growth tactics. This reading list includes the second edition of Walking to Destiny, Good to Great, Your Baby’s Ugly, and Traction amongst others.
Explore the reading list here!
EPI Launches Strategic Partnership Program with Trusted Exit Planning Professionals
This past December Exit Planning Institute launched our new Strategic Partnership Program. This program features best-in-class resources for our exit planning community and provides our CEPAs with a network of trusted professionals to integrate into their practices.
Learn more about our first four Strategic Partners, CBRE, FocusCFO, Private Risk Partners LLC, and Trainual here!
What is an ESOP and How Can It Serve as Your Top Exit Strategy?
ESOPs were a huge trending exit option in 2023. We released several articles and hosted webinars and CEPA Think Tanks about Employee Ownership this past year. In July 2023, our article about ESOPs featuring insights from Mark Russell of SES ESOP Strategies was an extremely popular piece. Mark provided a more thorough understanding of ESOPs as a business exit planning strategy, including the options, mechanics, benefits, risks, and ideal candidates.
Learn more about ESOPs here!
3 Exit Planning Lessons Succession Teaches Family Business Owners
The series finale of Succession was on the top of everyone’s mind in 2023. Succession follows the Roy family as the children of Logan Roy battle for his approval and ultimately control over the family media conglomerate, Waystar RoyCo. In April 2023 we released an article highlighting three lessons the Roy family illustrates for family business owners.
Read more about the Roy family here!
How Jesse Abercrombie Became a Top CEPA in a National Firm: A CEPA Spotlight
We are thrilled to share that the CEPA® community grew exponentially in 2023. This growth is a result of the incredible work of our veteran CEPAs and the influence and expertise they bring to the marketplace. We have highlighted several of our best-in-class CEPAs this past year, and the most popular CEPA Spotlight was Jesse Abercrombie’s in August.
A CEPA since 2017, Jesse has since grown his advisory practice, expanded the network of CEPAs at Edward Jones, and is a known thought leader in the exit planning space.
Learn more about how Jesse utilizes his CEPA credential here!
Be sure to follow EPI on LinkedIn to be the first to see our latest blogs this year!
