233 CEPAs Join the EPI Network in March 2026

233 CEPAs Join the EPI Network in March 2026

April 20, 2026 8 min read
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)

Meet the 2026 Excellence in Exit Planning Award Winners

April 19, 2026 5 min read
The Intellectual Property Risks of AI in Exit Planning
The Intellectual Property Risks of AI in Exit Planning

The Intellectual Property Risks of AI in Exit Planning

April 16, 2026 2 min read
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)

Recognizing Certified Exit Planning Advisors from our 2010 Class

April 13, 2026 2 min read
Celebrating Women in Exit Planning
Celebrating Women in Exit Planning

Celebrating Women in Exit Planning

March 23, 2026 2 min read
276 CEPAs Join the EPI Network in February 2026
276 CEPAs Join the EPI Community in February 2026

276 CEPAs Join the EPI Network in February 2026

March 16, 2026 9 min read
Why Saying "I’ll Know When the Time is Right" is Not Good Exit Planning Strategy
Why Saying ‘I’ll Know When the Time Is Right’ Is Not Good Exit Planning Strategy

Why Saying "I’ll Know When the Time is Right" is Not Good Exit Planning Strategy

February 24, 2026 3 min read
321 CEPAs Join the EPI Network in January 2026
321 CEPAs Join the EPI Network in January 2026

321 CEPAs Join the EPI Network in January 2026

February 19, 2026 11 min read
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

February 17, 2026 1 min read