--- title: Top Exit & Succession Planning Blog for Professional Advisors description: Exit Planning Institute's Blog provides exit planning, succession planning, industry trends, specialty insights, and content for professional advisors and business owners. --- # 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. 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Stool](https://blog.exit-planning-institute.org/tag/three-legs-of-the-stool) [Circle of Excellence](https://blog.exit-planning-institute.org/tag/circle-of-excellence) [Five Ds](https://blog.exit-planning-institute.org/tag/five-ds) [Owner Roundtables](https://blog.exit-planning-institute.org/tag/owner-roundtables) [Value Advisors](https://blog.exit-planning-institute.org/tag/value-advisors) [Annual Exit](https://blog.exit-planning-institute.org/tag/annual-exit) [EPI Thought Leadership Council](https://blog.exit-planning-institute.org/tag/epi-thought-leadership-council) [Exit & Succession](https://blog.exit-planning-institute.org/tag/exit-succession) [financial planning](https://blog.exit-planning-institute.org/tag/financial-planning) [Exit Is Now Podcast](https://blog.exit-planning-institute.org/tag/exit-is-now-podcast) [Owners Forum](https://blog.exit-planning-institute.org/tag/owners-forum) [Whitepapers](https://blog.exit-planning-institute.org/tag/whitepapers) [author](https://blog.exit-planning-institute.org/tag/author) [executive training](https://blog.exit-planning-institute.org/tag/executive-training) [forbes](https://blog.exit-planning-institute.org/tag/forbes) [Artificial Intelligence](https://blog.exit-planning-institute.org/tag/artificial-intelligence) [Peter Christman](https://blog.exit-planning-institute.org/tag/peter-christman) [Veteran](https://blog.exit-planning-institute.org/tag/veteran) [Business Owners Forum](https://blog.exit-planning-institute.org/tag/business-owners-forum) [CEPA Connect](https://blog.exit-planning-institute.org/tag/cepa-connect) [Growth and Impact Week](https://blog.exit-planning-institute.org/tag/growth-and-impact-week) [SOOR](https://blog.exit-planning-institute.org/tag/soor) [Value Gap](https://blog.exit-planning-institute.org/tag/value-gap) [business consultants](https://blog.exit-planning-institute.org/tag/business-consultants) [team work](https://blog.exit-planning-institute.org/tag/team-work) [The Operating Rhythm That Closes the Value Gap](https://blog.exit-planning-institute.org/rhythm-that-closes-the-value-gap) ![The Operating Rhythm That Closes the Value Gap](https://blog.exit-planning-institute.org/hubfs/TheOperatingRhythm-BLOG.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Exit Planning Partner Network](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network) [DriveValue](https://blog.exit-planning-institute.org/tag/drivevalue) [Value Gap](https://blog.exit-planning-institute.org/tag/value-gap) #### The Operating Rhythm That Closes the Value Gap July 2, 2026 4 min read [Introducing the Newest Exit is Now Podcast, Walking to Destiny](https://blog.exit-planning-institute.org/walking-to-destiny-podcast) ![Introducing the Newest Exit is Now Podcast, Walking to Destiny](https://blog.exit-planning-institute.org/hubfs/WTDPodcast-BLOG.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Walking to Destiny](https://blog.exit-planning-institute.org/tag/walking-to-destiny) [Exit Is Now Podcast](https://blog.exit-planning-institute.org/tag/exit-is-now-podcast) #### Introducing the Newest Exit is Now Podcast, Walking to Destiny June 30, 2026 2 min read [How EPI Uses the Value Acceleration Methodology to Build Leaders](https://blog.exit-planning-institute.org/epi-value-acceleration-methodology-leaders) ![How the Exit Planning Institute Uses the Value Acceleration Methodology to Build Leaders](https://blog.exit-planning-institute.org/hubfs/VAMtoBuildLeaders.png) [Case Studies](https://blog.exit-planning-institute.org/tag/case-studies) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Annual Exit](https://blog.exit-planning-institute.org/tag/annual-exit) #### How EPI Uses the Value Acceleration Methodology to Build Leaders June 29, 2026 2 min read [How Owning a Business Impacts Mental Health and Stress Levels](https://blog.exit-planning-institute.org/how-owning-a-business-impacts-mental-health-and-stress-levels) ![How Owning a Business Impacts Mental Health and Stress Levels](https://blog.exit-planning-institute.org/hubfs/MentalHealth-EPIBlog.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) #### How Owning a Business Impacts Mental Health and Stress Levels June 25, 2026 3 min read [How to Leverage the Exit Planning Summit to Become Best-in-Class](https://blog.exit-planning-institute.org/leverage-the-exit-planning-summit) ![How to Leverage the Exit Planning Summit to Become Best-in-Class](https://blog.exit-planning-institute.org/hubfs/LeveragingtheSummit.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit) #### How to Leverage the Exit Planning Summit to Become Best-in-Class June 22, 2026 2 min read [Ask a Certified Exit Planning Advisor: A Live AMA With Advisors in the Field](https://blog.exit-planning-institute.org/cepa-ama-webinar) ![Ask a Certified Exit Planning Advisor: A Live AMA With Advisors in the Field](https://blog.exit-planning-institute.org/hubfs/LiveAMAwithCEPAs-BLOG.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [Webinars](https://blog.exit-planning-institute.org/tag/webinars) #### Ask a Certified Exit Planning Advisor: A Live AMA With Advisors in the Field June 18, 2026 2 min read [212 CEPAs Join the EPI Network in May 2026](https://blog.exit-planning-institute.org/212-cepas-join-epi-may-2026) ![212 CEPAs Join the EPI Network in May 2026](https://blog.exit-planning-institute.org/hubfs/May%202026%20New%20CEPAs.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [CEPA community](https://blog.exit-planning-institute.org/tag/cepa-community) #### 212 CEPAs Join the EPI Network in May 2026 June 15, 2026 7 min read [Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale](https://blog.exit-planning-institute.org/three-steps-to-capture-aum) ![Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale ](https://blog.exit-planning-institute.org/hubfs/CapturingAUM-Cornerstone-BLOG%20(1).png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Exit Planning Partner Network](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network) [DriveValue](https://blog.exit-planning-institute.org/tag/drivevalue) #### Three Simple (Yet Critical) Steps to Capturing AUM After a Business Sale June 9, 2026 4 min read [The Conversations that Make or Break Succession](https://blog.exit-planning-institute.org/make-or-break-succession) ![The Conversations that Make or Break Succession](https://blog.exit-planning-institute.org/hubfs/TheConversationsthatMakeorBreak-BLOG.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) #### The Conversations that Make or Break Succession June 8, 2026 2 min read Load More Stories