--- title: Top Exit & Succession Planning Blog for Professional Advisors (12) description: Exit Planning Institute's Blog provides exit planning, succession planning, industry trends, specialty insights, and content for professional advisors and business owners. (12) --- All Topics [All Topics](https://blog.exit-planning-institute.org) [Blog](https://blog.exit-planning-institute.org/tag/blog) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [exit planning](https://blog.exit-planning-institute.org/tag/exit-planning) [CEPA community](https://blog.exit-planning-institute.org/tag/cepa-community) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit) [EPI Chapter Network](https://blog.exit-planning-institute.org/tag/epi-chapter-network) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Exit Planning Partner Network](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network) [EPI Announcement](https://blog.exit-planning-institute.org/tag/epi-announcement) [Content](https://blog.exit-planning-institute.org/tag/content) [Webinars](https://blog.exit-planning-institute.org/tag/webinars) [Excellence in Exit Planning Awards](https://blog.exit-planning-institute.org/tag/excellence-in-exit-planning-awards) [Marketing](https://blog.exit-planning-institute.org/tag/marketing) [2024 Exit Planning Summit](https://blog.exit-planning-institute.org/tag/2024-exit-planning-summit) [5 Stages of Value Maturity](https://blog.exit-planning-institute.org/tag/5-stages-of-value-maturity) [Books](https://blog.exit-planning-institute.org/tag/books) [EPI Academy](https://blog.exit-planning-institute.org/tag/epi-academy) [EPI Team](https://blog.exit-planning-institute.org/tag/epi-team) [Exit Planning Teams](https://blog.exit-planning-institute.org/tag/exit-planning-teams) [Leadership](https://blog.exit-planning-institute.org/tag/leadership) [2023 Exit Planning Summit](https://blog.exit-planning-institute.org/tag/2023-exit-planning-summit) [Intangible Capital](https://blog.exit-planning-institute.org/tag/intangible-capital) [family business](https://blog.exit-planning-institute.org/tag/family-business) [women in business](https://blog.exit-planning-institute.org/tag/women-in-business) [Exit Options](https://blog.exit-planning-institute.org/tag/exit-options) [Black Friday](https://blog.exit-planning-institute.org/tag/black-friday) [Walking to Destiny](https://blog.exit-planning-institute.org/tag/walking-to-destiny) [CPA](https://blog.exit-planning-institute.org/tag/cpa) [Chapters](https://blog.exit-planning-institute.org/tag/chapters) [State of Owner Readiness](https://blog.exit-planning-institute.org/tag/state-of-owner-readiness) [personal planning](https://blog.exit-planning-institute.org/tag/personal-planning) [Small business](https://blog.exit-planning-institute.org/tag/small-business) [charitable intent](https://blog.exit-planning-institute.org/tag/charitable-intent) [Chris Snider](https://blog.exit-planning-institute.org/tag/chris-snider) [National Accounts](https://blog.exit-planning-institute.org/tag/national-accounts) [Financial Advisors](https://blog.exit-planning-institute.org/tag/financial-advisors) [DriveValue](https://blog.exit-planning-institute.org/tag/drivevalue) [Season of Deals](https://blog.exit-planning-institute.org/tag/season-of-deals) [5 Ds](https://blog.exit-planning-institute.org/tag/5-ds) [About us](https://blog.exit-planning-institute.org/tag/about-us) [Podcast](https://blog.exit-planning-institute.org/tag/podcast) [Scott Snider](https://blog.exit-planning-institute.org/tag/scott-snider) [Awards](https://blog.exit-planning-institute.org/tag/awards) [Case Studies](https://blog.exit-planning-institute.org/tag/case-studies) [Christmas](https://blog.exit-planning-institute.org/tag/christmas) [Exit Planning Content Library](https://blog.exit-planning-institute.org/tag/exit-planning-content-library) [Insiders Bash](https://blog.exit-planning-institute.org/tag/insiders-bash) [Three Legs of the 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) [Why the 2026 Exit Planning Summit is a Must-Attend Event](https://blog.exit-planning-institute.org/why-2026-exit-planning-summit-must-attend) ![Why the 2026 Exit Planning Summit is a Must-Attend Event Nashville skyline on a blue and yellow gradient timeline with a sidebar of Summit images](https://blog.exit-planning-institute.org/hubfs/26Summit-Must-Blog-02.png) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit) #### Why the 2026 Exit Planning Summit is a Must-Attend Event September 23, 2025 3 min read [Fall into the Value Acceleration Methodology](https://blog.exit-planning-institute.org/fall-into-value-acceleration) ![](https://blog.exit-planning-institute.org/hubfs/FallintoVAM.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [EPI Academy](https://blog.exit-planning-institute.org/tag/epi-academy) #### Fall into the Value Acceleration Methodology September 22, 2025 3 min read [Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients](https://blog.exit-planning-institute.org/four-marketing-pillars-cepa-needs-attract-business-owner-clients) ![Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients ](https://blog.exit-planning-institute.org/hubfs/EPI-DV-CultivateAdvisors-BLOG-01.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) #### Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients September 18, 2025 5 min read [Owner Readiness: What It Is & Why Should You Care?](https://blog.exit-planning-institute.org/what-is-owner-readiness) ![Owner Readiness: What It Is & Why You Should Care? blue background with three bars signifying results](https://blog.exit-planning-institute.org/hubfs/OwnerReadiness-Blog.png) [Blog](https://blog.exit-planning-institute.org/tag/blog) [State of Owner Readiness](https://blog.exit-planning-institute.org/tag/state-of-owner-readiness) #### Owner Readiness: What It Is & Why Should You Care? September 15, 2025 3 min read [What is the Value Acceleration Methodology™?](https://blog.exit-planning-institute.org/what-is-value-acceleration-methodology) ![The Value Acceleration Methodology flow chart on a computer screen.](https://blog.exit-planning-institute.org/hubfs/DefineVAM.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [EPI Academy](https://blog.exit-planning-institute.org/tag/epi-academy) [Three Legs of the Stool](https://blog.exit-planning-institute.org/tag/three-legs-of-the-stool) #### What is the Value Acceleration Methodology™? September 11, 2025 3 min read [Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute](https://blog.exit-planning-institute.org/grow-knowledge-grow-impact-exit-planning-institute) ![Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute laptop open on blue and white background](https://blog.exit-planning-institute.org/hubfs/EPIProduct-Blog-01.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit) [EPI Academy](https://blog.exit-planning-institute.org/tag/epi-academy) #### Grow Your Knowledge, Grow Your Impact with the Exit Planning Institute September 10, 2025 2 min read [229 CEPAs Join the EPI Network in August 2025](https://blog.exit-planning-institute.org/229-cepas-join-the-epi-network-in-august-2025) ![](https://blog.exit-planning-institute.org/hubfs/August-1.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) [EPI Chapter Network](https://blog.exit-planning-institute.org/tag/epi-chapter-network) [exit planning](https://blog.exit-planning-institute.org/tag/exit-planning) #### 229 CEPAs Join the EPI Network in August 2025 September 9, 2025 8 min read [Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage](https://blog.exit-planning-institute.org/transparent-valuation-data-certified-exit-planning-advisors-competitive-advantage) ![Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage ](https://blog.exit-planning-institute.org/hubfs/MAUS%20Article%204-BLOG.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Blog](https://blog.exit-planning-institute.org/tag/blog) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) #### Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage September 8, 2025 4 min read [Our Must-Reads for Exit Planning on National Read a Book Day](https://blog.exit-planning-institute.org/our-must-readsmust-reads-exit-planning-national-book-day-for-exit-planning-on-national-read-a-book-day) ![Our Must-Reads for Exit Planning on National Read a Book Day open book on white background](https://blog.exit-planning-institute.org/hubfs/NationalReadBookDay-01.png) [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Business Owner](https://blog.exit-planning-institute.org/tag/business-owner) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) #### Our Must-Reads for Exit Planning on National Read a Book Day September 4, 2025 3 min read Load More Stories