---
title: Meet The Authors Attending the Author Showcase at the 2025 Exit Planning Summit
description: Exit planning experts will take to the 2025 Exit Planning Summit, where some of their works will be featured at the Author Showcase.
image: https://blog.exit-planning-institute.org/hubfs/2025AuthorShowcase-summit-blog.png
---

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  ### Program Overview
  
  [Learn all about the CEPA® program and how to become your client’s most trusted advisor. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor)
  
  
  
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  [Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration)
  
  
  
  ### Testimonials
  
  [Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →](https://exit-planning-institute.org/clients-we-serve)
  
  
  
  
  
  #### [Download the CEPA Brochure](https://exit-planning-institute.org/cepa-brochure-download)
  
  Read our comprehensive guide on all things CEPA®.
  
  #### [The Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology)
  
  Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.
  
  #### [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations)
  
  Find out which organizations approve of the CEPA® designation.
  
  #### [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits)
  
  Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.
  
  #### [Meet the CEPA Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.
  
  #### [FAQ](https://exit-planning-institute.org/exit-planning-faqs)
  
  Find answers to your frequently asked CEPA® questions here.
- Courses
  
  
  
  
  
  ### Featured Courses
  
  [CEPA® EXAM Prep Course →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-exam-prep)
  
  [Empowering Conversations with Business Owners →](https://exit-planning-institute.org/program/empowering-conversations)
  
  [Implementing Value Acceleration as a Financial Advisor →](https://exit-planning-institute.org/program/financial-advisor)
  
  
  
  ### All-Access Bundle
  
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  #### [About the Academy](https://exit-planning-institute.org/academy-home)
  
  Learn more about EPI Academy, your one-stop destination for exit planning education.
  
  #### [Continuing Education Bundle](https://exit-planning-institute.org/epi-academy-courses?filter=Bundles)
  
  Complete your CE requirements with a curated collection of EPI Academy courses designed to help you maintain your CEPA®️ credential and sharpen your expertise.
  
  #### [View All Courses](https://exit-planning-institute.org/epi-academy-courses)
  
  View the complete course collection.
  
  #### [Exit Planning Summit + Academy Bundle](https://earncepa.schedulehero.io/inbound/exit-planning-summit)
  
  Register for the Exit Planning Summit and receive three complimentary EPI Academy courses. Connect with an Account Manager today.
  
  #### [Academy Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet the leadership instructing our EPI Academy courses.
- Chapters
  
  
  
  
  
  <https://exit-planning-institute.org/chapters>[Explore Full Network](https://exit-planning-institute.org/chapters)
  
  [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
  
  [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
  
  [Central Ohio](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
  
  [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)<https://exit-planning-institute.org/chapter/epi-cincinnati-chapter>
  
  [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
  
  [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
  
  [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
  
  [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
  
  [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
  
  [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)<https://exit-planning-institute.org/chapter/epi-greater-phoenix-chapter>
  
  [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
  
  [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
  
  [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
  
  [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
  
  [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
  
  [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
  
  [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
  
  [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
  
  [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
  
  [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
  
  [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
  
  [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
  
  [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
  
  [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
  
  [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
  
  [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
  
  [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
  
  [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Events
  
  
  
  
  
  ### The Exit Planning Summit
  
  [Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →](https://exitplanningsummit.com/)
  
  
  
  ### Webinars
  
  [Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →](https://exit-planning-institute.org/program/webinars)
  
  
  
  
  
  #### [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups)
  
  Learn more about these interactive networking and best practice groups, for CEPA®s only.
  
  #### [Growth and Impact Week](https://growthandimpact.com/)
  
  An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation.
  
  #### [Full Event Calendar](https://exit-planning-institute.org/events)
  
  Keep track of all the events happening at EPI, and find one near you.
  
  #### [CEPA Mastery Winter Retreat](https://cepamastery.com)
  
  An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.  
  
  #### [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
  
  Hands-on training to deepen advisor impact and strengthen business owner relationships.
- Resources
  
  
  
  
  
  ### State of Owner Readiness
  
  [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness)
  
  
  
  ### Annual Exit
  
  [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit)
  
  
  
  ### Free Content Library
  
  [Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →](https://exit-planning-institute.org/exit-planning-content-library)
  
  
  
  
  
  #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
  
  Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
  
  #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market)
  
  Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
  
  #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness)
  
  Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
  
  #### [Exit Planning Blog](https://blog.exit-planning-institute.org/)
  
  Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.
  
  #### [Exit is Now Podcast Network](https://podcast.exit-planning-institute.org/exit-is-now-network)
  
  The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed.
  
  #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
  
  Meet EPI’s Partner Network and learn more about these various exit planning leaders.
  
  #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
  
  Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
  
  #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny)
  
  Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
- About EPI
  
  
  
  
  
  ### About EPI
  
  [Learn all about the people and history behind Exit Planning Institute®. →](https://exit-planning-institute.org/about-us)
  
  
  
  ### Purpose Statement
  
  [What drives EPI? Read more about EPI’s vision and purpose. →](https://exit-planning-institute.org/our-purpose)
  
  
  
  
  
  #### [Videos](https://exit-planning-institute.org/resources/videos)
  
  Browse and watch a variety of educational and entertaining exit planning videos.
  
  #### [Thought Leadership](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
  
  Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

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    - [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
    - [Central Ohio ](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
    - [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)
    - [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
    - [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
    - [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
    - [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
    - [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
    - [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)
    - [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
    - [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
    - [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
    - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
    - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
    - [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
    - [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
    - [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
    - [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
    - [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
    - [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
    - [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
    - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
    - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
    - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
    - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
    - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
    - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Resources
  
  
  
  
  
  
  
  
  
    - [Walking to Destiny: The Value Acceleration Handbook](https://exit-planning-institute.org/resources/walking-destiny-downloads)
    - [State of Owner Readiness](https://exit-planning-institute.org/state-of-owner-readiness)
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    - [Mastering The Market](https://exit-planning-institute.org/mastering-the-market)
    - [Annual Exit Magazine](https://exit-planning-institute.org/the-annual-exit)

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Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

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# Meet The Authors Attending the Author Showcase at the 2025 Exit Planning Summit

 by [**Kellie Nock**](https://blog.exit-planning-institute.org/author/kellie-nock) on April 22, 2025

![A picture of a group of people in business casual wear.](https://blog.exit-planning-institute.org/hubfs/2025AuthorShowcase-summit-blog.png)

At the Exit Planning Summit, leaders in the exit planning space convene to share their passion for helping business owners grow more significant companies. With their expertise, these leaders have documented and authored various writings to teach, inspire, and innovate the space. Following is a collection of authors in the exit planning space who will attend the [2025 Exit Planning Summit Author Showcase.](https://exitplanningsummit.com/exhibit-and-author-showcase) 

Join us on May 5th, 2025, at the Sunseeker Resort in Charlotte Harbor, Florida, as we showcase these must-read exit planning books.

Learn more about these authors and their books below! 

## Christopher Snider, Walking to Destiny

[![Walking to Destiny 2.0 Image](https://blog.exit-planning-institute.org/hs-fs/hubfs/Walking%20to%20Destiny%202.0%20Image.png?width=300&height=444&name=Walking%20to%20Destiny%202.0%20Image.png)](https://exit-planning-institute.org/resources/walking-destiny-downloads)

For Business Owners. By a Business Owner. *Walking to Destiny* is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know how to rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business.

The book is also designed to bridge the gap between advisors and owners to get them on the same page. From an advisor perspective, the Value Acceleration Methodology has become the leading process for exit planning and is prominently utilized by exit planning advisors worldwide. We want to change the outcome for business owners who have invested their lives in their businesses.

[Order the second edition of *Walking to Destiny*!](https://exit-planning-institute.org/resources/walking-destiny-downloads)

[Connect with Chris](https://www.linkedin.com/in/christopher-snider-cepa-7b57884/)

## Scott Bushkie, Finish Strong: Sell Your Business On Your Terms

[![Scott Bushkies Book Cover (from Amazon)](https://blog.exit-planning-institute.org/hs-fs/hubfs/Scott%20Bushkies%20Book%20Cover%20(from%20Amazon).jpg?width=300&height=480&name=Scott%20Bushkies%20Book%20Cover%20(from%20Amazon).jpg)](https://amzn.to/3Uchhc6)Scott Bushkie provides sound advice and concrete steps so business owners can Finish Strong and exit their business on their own terms.

With more than two decades of insight, Scott covers everything from the importance of timing to buyer types, valuation, legacy, and lifestyle, with the ultimate goal of explaining options and providing peace of mind.

Owners can be confident in their right steps as they make what might be the largest financial transaction of their lives.

[Read the book!](https://a.co/d/gq9N2Av)

[Connect with Scott](https://www.linkedin.com/in/scottbushkie/)

## John D. Hanson, Winning Secrets: How a Dictionary and a Ruler Can Change Your Life and Heroic Leadership: Anyone Can Be A Courageous Leader

[![WINNINGSECRETSFRONTCOVER-2](https://blog.exit-planning-institute.org/hs-fs/hubfs/WINNINGSECRETSFRONTCOVER-2.jpg?width=300&height=450&name=WINNINGSECRETSFRONTCOVER-2.jpg)](https://a.co/d/7TU81wv)In Winning Secrets, John D. Hanson shares a journey that changed everything for him in 2017. After identifying three game-changing Winning Secrets,  he dedicated years to learning from highly accomplished individuals worldwide, subsequently discovering seven additional secrets. Now, he’s sharing them with readers.

Winning Secrets contains substantial, practical insights designed to help individuals reach their full potential to increase Impact, Influence, and Income. It all starts with the Right Definition, the Right Ruler, and the Right Celebrations. Master these, and the rest will follow.

 

[Read the book!](https://a.co/d/bsDsaQH)

[![Front Cover full page](https://blog.exit-planning-institute.org/hs-fs/hubfs/Front%20Cover%20full%20page.jpg?width=300&height=448&name=Front%20Cover%20full%20page.jpg)](https://a.co/d/eddg5xQ)In "Heroic Leadership: Anyone Can Be A Courageous Leader," John D. Hanson introduces two significant paradigm shifts that can fundamentally change how you lead and influence others. The current global landscape demands engaged and courageous leaders in professional settings, online platforms, and everyday interactions.

Whether you are a business leader, an aspiring professional, or someone eager to make a more substantial impact, this book provides a comprehensive guide. It teaches you how to engage, equip, and empower those around you through established leadership principles. Additionally, it reveals the essence of heroism and how its application can significantly enhance your leadership capabilities.

[Read the book!](https://a.co/d/eddg5xQ)

[Connect with John](https://www.linkedin.com/in/john-d-hanson-heroic-success/)

## Julie Keyes, Poised for Exit

[![Poised for Exit 2nd Edition Cover-1](https://blog.exit-planning-institute.org/hs-fs/hubfs/Poised%20for%20Exit%202nd%20Edition%20Cover-1.jpg?width=300&height=441&name=Poised%20for%20Exit%202nd%20Edition%20Cover-1.jpg)](https://a.co/d/9jNxb8K)

Exiting a business may be the biggest financial decision of a business owner's life—so why leave it to chance?

In *Poised for Exit*, Julie Keyes provides a clear roadmap to help business owners prepare for a successful and strategic exit on their own terms. Whether they are years away from selling or approaching the transition soon, this book's tools, checklists, and insights will help maximize value, minimize stress, and ensure a smooth transition.

Proper preparation is essential to help business owners safeguard their achievements and confidently embark on their next chapter. 

[Read the book!](https://a.co/d/9jNxb8K)

[Connect with Julie](https://www.linkedin.com/in/juliekeyes/)

## Kelly Knight, People: Dare to Build an Intentional Culture

[![Kelly Knight Book Cover 1](https://blog.exit-planning-institute.org/hs-fs/hubfs/Kelly%20Knight%20Book%20Cover%201.jpg?width=300&height=451&name=Kelly%20Knight%20Book%20Cover%201.jpg)](https://a.co/d/dRSQYY2)A thriving business isn’t just about having the right people—it’s about creating the right culture. In People, the second book in the EOS Mastery Series, Kelly Knight shows how to build a deliberate, values-driven workplace that attracts, engages, and retains top talent.

Using the Entrepreneurial Operating System (EOS), this book provides a clear, actionable roadmap for defining your Core Values, fostering alignment, and eliminating the chaos of a haphazard culture. Whether you’re struggling with hiring, productivity, or team dynamics, People will help you shape a workplace where both your business and your employees can thrive.

 

[Read the book!](https://a.co/d/9dmoDaT)

[Connect with Kelly](https://www.linkedin.com/in/kellypknight/)

## Tina Corner-Stolz, Your Seat at the Table

[![Your Seat at the Table](https://blog.exit-planning-institute.org/hs-fs/hubfs/Your%20Seat%20at%20the%20Table.jpg?width=300&height=449&name=Your%20Seat%20at%20the%20Table.jpg)](https://a.co/d/3fbHT1u)The peer advisory space is booming—but navigating it successfully takes expert guidance. In Your Seat at the Table, industry veteran Tina Corner-Stolz reveals the formula she used to build, scale, and sell a highly profitable Peer Advisory Council (PaC) business.

Drawing from nearly two decades of experience, Tina demystifies the jargon, shares real-world success stories, and lays out a step-by-step blueprint for launching, running, and growing a thriving peer group. Whether you're starting from scratch or looking to refine your approach, this book will help you create an unparalleled Member Experience (MX) that keeps members engaged and your business thriving.

[Read the book!](https://a.co/d/3fbHT1u)

[Connect with Tina](https://www.linkedin.com/in/tinacorner/)

## Justin Goodbread, Your Baby's Ugly

[![your-babys-ugly-683x1024-2](https://blog.exit-planning-institute.org/hs-fs/hubfs/3_Marketing/Blog-Email%20Media/your-babys-ugly-683x1024-2.jpg?width=300&height=449&name=your-babys-ugly-683x1024-2.jpg)](https://a.co/d/hNLeiEE)

This book helps business owners improve their businesses in eight key areas that will set them up for growth in revenue and profits today, not just for eventually selling their business. By focusing on the present as shown, owners will have more sales, more profit, and even more exit options. 

Those who operate their own company, firm, or practice typically plan for everything ― except success. Too often, business owners focus only on generating an income from their operations; they fail to realize the real payoff comes from building an enterprise that has value beyond the income they earn annually. The result is a squandered opportunity to truly achieve the American Dream.

[Read Your Baby's Ugly](https://a.co/d/hNLeiEE)

[Connect with Justin](https://www.linkedin.com/in/justingoodbread/)

## Susan Latremoille, 9 Steps to a RichLife Retirement

*[![9 steps to a rich life retirement cover](https://blog.exit-planning-institute.org/hs-fs/hubfs/9%20steps%20to%20a%20rich%20life%20retirement%20cover.jpg?width=300&height=420&name=9%20steps%20to%20a%20rich%20life%20retirement%20cover.jpg)](https://a.co/d/4ugXzmm)*A step-by-step guide to envisioning, planning, and living a RichLife in the next chapter for business owners. Susan emphasizes that retirement planning isn't just about money. It is also about time and how to spend it. Baby Boomers break the mold again! This time with their vital longevity. People retiring today need to plan for 25-plus good years that may well lie ahead of them. That's more than 1,300 weeks! More than 9,100 days! What are you planning to do over those 218,000 hours? No earlier generation has enjoyed such an extensive life in retirement. There are no role models for how to do it best. Happily, Susan Latremoille is a visionary guide. In this book, she lays out an effective 9-step process to maximize engagement, fulfillment, and happiness in every year, every week, every day, and every hour of retirement.*  
*

[Read the book!](https://a.co/d/4ugXzmm)

[Connect with Susan](https://www.linkedin.com/in/susanlatremoille/)

## Marianne Oehser, Your Happiness Portfolio

[![Marianne Oehser Cover 1](https://blog.exit-planning-institute.org/hs-fs/hubfs/Marianne%20Oehser%20Cover%201.jpg?width=300&height=464&name=Marianne%20Oehser%20Cover%201.jpg)](https://a.co/d/fDQCSir)This book focuses on how to thrive in retirement. It serves as a practical guide to overcoming the challenges that many face when transitioning out of their careers. Surprisingly, most people don’t even realize that they will encounter these challenges. The issue is that they are not prepared to handle the significant changes that come with retirement, including the need to replace certain aspects of their previous lives, such as their identity tied to their profession, the sense of making a difference, professional friendships, and the daily structure and rhythm they are accustomed to.

Above all, this book is a guide to creating a happy and fulfilling life. Just as business owners need a financial portfolio to support their retirement, they also need a Happiness Portfolio® to truly flourish in this new phase of life. A Happiness Portfolio goes beyond a simple bucket list, although bucket list items should certainly be included. It is a comprehensive plan for living every aspect of your life in a way that ensures a feeling of fulfillment and contentment. This portfolio encompasses vision, intention, and the amount of time and energy owners wish to invest in each of the eight non-financial areas of their lives.

[Read the book!](https://a.co/d/fI5vhZr)

[Connect with Marianne](https://www.linkedin.com/in/marianne-oehser/)

## Tom William Deans, Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth

[![Every Familys Business cover](https://blog.exit-planning-institute.org/hs-fs/hubfs/Every%20Familys%20Business%20cover.jpg?width=300&height=450&name=Every%20Familys%20Business%20cover.jpg)](https://www.thomaswilliamdeans.com/)

Succession planning can be a challenging topic, but what if there was an easy way to begin the conversation? 

In* Every** Family’s Business,* two strangers meet on a flight to Barbados and soon discover that they both work in family businesses. As they share stories of their successes and failures, one of them reveals 12 powerful questions that have guided his family's business for four generations.

This engaging, insightful, and practical bestselling novel helps families break the ice and initiate important conversations about their business's future. With a blend of sound business principles, love, and mutual respect, the book offers a proven method to ensure both family harmony and financial security.

[Read the book!](https://www.thomaswilliamdeans.com/)

[Connect with Thomas](https://www.linkedin.com/in/tomdeansphd/)

## John Warrillow, Built to Sell

[![built-to-sell-768x1156](https://blog.exit-planning-institute.org/hs-fs/hubfs/3_Marketing/Blog-Email%20Media/built-to-sell-768x1156.jpg?width=300&height=452&name=built-to-sell-768x1156.jpg)  
](https://a.co/d/j0d7vr7)

Most business owners started their companies hoping to gain the freedom to do what they want, work on their own schedule, earn the income they deserve, and eventually retire comfortably from their hard work. Unfortunately, according to John Warrillow, many owners discover that stepping away from their business is extremely challenging. This happens because they’ve created a company that relies too heavily on their personal involvement. Without them, the business can lose its value regardless of size or profitability. 

 

[Read the book!](https://a.co/d/j0d7vr7)

[Connect with John](https://www.linkedin.com/in/johnwarrillow/)

## Renee Russo, Ready to Rise: Learn How to Elevate Your Energy, Achieve Your Goals and Realize Your Freedom to Live Your Life by Your Own Design. Upgrade Your System, Upgrade Your Life

[![Ready to Rise cover](https://blog.exit-planning-institute.org/hs-fs/hubfs/Ready%20to%20Rise%20cover.png?width=300&height=300&name=Ready%20to%20Rise%20cover.png)](https://a.co/d/0uJkXfk)Change is inevitable, but thriving through it is a choice. In Ready to Rise, Thought Leadership Council member Renee Russo shares her powerful personal transformation journey and offers a practical roadmap to help you elevate your energy, take charge of your circumstances, and design a life on your own terms. More than just an inspiring story, this book serves as a field guide filled with actionable insights and practical tools to help you rethink your energy management, break free from limitations, and create lasting change. With an easy-to-follow companion guide, you'll discover how to upgrade your system so you can enhance your life.

[Read the book!](https://a.co/d/0uJkXfk)

[Connect with Renee](https://www.linkedin.com/in/renee-russo-riseupbc/)

## Andrew Cagnetta, Closing the Deal

[![Andrew Cagnetta Book Cover](https://blog.exit-planning-institute.org/hs-fs/hubfs/Andrew%20Cagnetta%20Book%20Cover.jpg?width=300&height=450&name=Andrew%20Cagnetta%20Book%20Cover.jpg)](https://a.co/d/cW0jbkC)Selling a business is one of the most significant financial decisions a business owner will make, but it doesn't have to be overwhelming. In Closing the Deal, Andy Cagnetta, CEO of Transworld Business Advisors, shares over two decades of expertise to guide business owners through the complexities of selling their business with confidence and ease.

Whether owners are just starting to consider selling or are ready to finalize the sale, this book offers practical insights, expert advice, and actionable strategies to help them maximize their profit and minimize their stress. From dispelling common myths to avoiding costly pitfalls, Andy and his carefully selected team of experts provide the tools they need to achieve a successful sale.

[Read the book!](https://a.co/d/cW0jbkC)

[Connect with Andrew](https://www.linkedin.com/in/acagnetta/)

## Carrie Kerpen, The Whisper Way: The Secret Formula for Female Entrepreneurs to Scale and Sell for Life-Changing Money

[![Carrie Kerpen Book Cover](https://blog.exit-planning-institute.org/hs-fs/hubfs/Carrie%20Kerpen%20Book%20Cover.jpg?width=300&height=450&name=Carrie%20Kerpen%20Book%20Cover.jpg)](https://a.co/d/8rQkb4s)Women-owned businesses are thriving, but they still earn only half of what men’s businesses generate on average. When it comes time to sell, many women entrepreneurs often settle for much less than their male counterparts. The Whisper Way aims to change that.

Carrie Kerpen shares the proven process she used to scale her business to an eight-figure exit in this groundbreaking guide. Through a relatable fable featuring seven women entrepreneurs, Carrie provides actionable advice, leadership lessons, and strategies for transforming a lifestyle business into a sellable asset that generates substantial profit. With practical tools, evaluations, and clear implementation steps, *The Whisper Way* teaches how to close the exit gap, achieve business success, and sell a business for its true value. Whether an owner is just starting out, scaling, or preparing to sell, this book offers a path to financial independence and lasting success.

[Read the book!](https://a.co/d/8rQkb4s)

[Connect with Carrie](https://www.linkedin.com/in/carriekerpen/)

## Attend the 2025 Exit Planning Summit

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Unlock your potential at the[ Exit Planning Summit](https://exitplanningsummit.com/), where advisors will experience the opportunity to evolve through experiences, people, and innovation. Enhance your approach to connecting with business owners, cultivate impactful relationships, and engage in conversations that lead to powerful exit planning strategies. Over the course of three days, you will forge lasting connections with influential business owners, setting the foundation for new opportunities to achieve the best outcomes for your clients. Don't miss out on this chance to grow and make a lasting impact!

### Related Resources

- [10 Things You Need for the Exit Planning Summit](https://blog.exit-planning-institute.org/10-things-exit-planning-summit)
- [Meet the 2025 Excellence in Exit Planning Award Nominees](https://blog.exit-planning-institute.org/2025-excellence-in-exit-planning-nominees)
- [Learn More About the 2025 Exit Planning Summit](https://exitplanningsummit.com/)

 

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