Why You Need a CEPA as the Quarterback on Your Exit Planning Team
Why You Need a CEPA as the Quarterback on Your Exit Planning Team green text on white background, main image is three business people meeting with one using whiteboard

Why You Need a CEPA as the Quarterback on Your Exit Planning Team

January 8, 2026 3 min read
Your Guide to Maintaining Your Exit Planning New Year’s Resolutions
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Your Guide to Maintaining Your Exit Planning New Year’s Resolutions

January 1, 2026 3 min read
Are You and Your Business Owner Clients Prepared for 2026?
Are You and Your Business Owner Clients Prepared for 2026?

Are You and Your Business Owner Clients Prepared for 2026?

December 29, 2025 3 min read
The Lesser-Known Benefits of Decentralizing a Business Owner
The Lesser Known Benefits of Decentralizing a Business Owner yellow and white text over blue background, main image is a business man in glasses smiling in a warm office environment

The Lesser-Known Benefits of Decentralizing a Business Owner

December 25, 2025 4 min read
What is an Employee Ownership Trust?
What is an Employee Ownership Trust?

What is an Employee Ownership Trust?

December 15, 2025 3 min read
Family Business Succession: Professional Options When Next Generation Isn't Ready
Family Business Succession: Professional Options When Next Generation Isn't Ready three generations of a family sit with each other, grandfather at the top, father in the middle, and son at the bottom

Family Business Succession: Professional Options When Next Generation Isn't Ready

December 8, 2025 5 min read
How Focal Point Coaches Drive Business Value for Your Clients
How Focal Point Coaches Drive Business Value for Your Clients

How Focal Point Coaches Drive Business Value for Your Clients

November 10, 2025 4 min read
How to Make Your Business More Saleable (When 3 Out of 4 Don't Sell)
How to Make Your Business More Saleable (When 3 Out of 4 Don't Sell) bag of money with a with standing chart with a green arrow in upward direction

How to Make Your Business More Saleable (When 3 Out of 4 Don't Sell)

November 10, 2025 3 min read
Consequences of Not Having a CEPA Guide My Two Exits
Consequences of Not Having a CEPA Guide My Two Exits dominoes on blue background

Consequences of Not Having a CEPA Guide My Two Exits

November 5, 2025 6 min read