Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business
Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business
July 14, 2025
5
min read
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
June 24, 2025
4
min read
Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations
Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations
March 11, 2025
6
min read
Exit Planning Institute Welcomes Maus Software as a Strategic Partner
Exit Planning Institute Welcomes Maus Software as a Strategic Partner
April 11, 2024
2
min read
Exit Planning Considerations: Buyers
Exit Planning Considerations: Buyers
June 19, 2023
6
min read