At Exit Planning Institute, we pride ourselves on providing best-in-class exit planning education and resources to professional advisors and business owners. Our award-winning content has garnered national and international acclaim this year. As we head into the new quarter, we thought we would share some of our favorite articles and resources released in the past few months.
Spotlighting our CEPAs
Don Wiggins Shares Expert Insights From 15 Years of Being a CEPA
We spoke with Don Wiggins, a CEPA since 2007 to learn more about his growth through exit planning over the past 16 years and how the exit planning profession has evolved.
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Expert Insights From CEPA of 15 Years: Marquita Trenier Wiley
Since its inception in 2007, over 4,000 professional advisors have earned the CEPA credential in the past 16 years. We spoke with Marquita Trenier Wiley, a CEPA since 2007, to see how the CEPA credential has impacted her practice.
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Celebrating Independence Day and the Veterans in the Exit Planning Community
We spoke with Ryan Casey, Taylor FitzGibbon, Dan Hamlet, Ben Hickman, David Jemison, Phil McNulty, Jon Mintle, Will Revels, and Garrett Sorensen about their experiences transitioning from the Military to the business and exit planning industry.
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How Jesse Abercrombie Became a Top CEPA in a National Firm: A CEPA Spotlight
We spotlight Excellence In Exit Planning Award nominee, Jesse Abercrombie. A CEPA since 2017, Jesse has since grown his own advisory practice, expanded the network of CEPAs at Edward Jones, and is a known thought leader in the exit planning space.
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Implementing Exit Planning
How to Utilize the CEPA Credential as a CPA: A CEPA Case Study featuring Stacy Kuxhausen
Learn how CEPA Stacy Kuxhausen is utilizing her exit planning expertise in her practice and how the CEPA credential has helped to expand her practice through thought leadership in the exit planning space.
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How Mike Garrison Utilizes A Comprehensive Approach to Exit Planning: A CEPA Case Study
Mike Garrison has been a CEPA for less than a year but has already set in motion a new and comprehensive strategy to build his practice using the education and resources he gained from the CEPA program.
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What is an ESOP and How Can It Serve as Your Top Exit Strategy?
An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations. ESOPs can be used to generate shareholder liquidity, create a market for the shares of a closely held company, increase employees’ productivity by making them beneficial owners, and support a tax-advantageous exit strategy for departing shareholders.
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Exit Planning Community Growth
Exit Planning Institute welcomed 427 advisors to the CEPA community between June and August 2023. These newly certified CEPAs join the over 4,000 Certified Exit Planning Advisors in the exit planning community and are now equipped to manage their owner clients’ business, personal, and financial goals pertaining to their exit strategy.
Meet these advisors here:
121 CEPAs Join the EPI Network in June 2023
119 CEPAs Join the EPI Network in July 2023
187 CEPAs Join the EPI Network in August 2023
Discover the Exciting 2024 Programs Announced by the Exit Planning Institute
As the authority on exit planning, Exit Planning Institute provides educational programs, engaging networking experiences, and an industry-leading credential for professional advisors. View our upcoming CEPA Programs, learn about new EPI Academy courses, and register for the 2024 Exit Planning Summit!
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Exit Planning in Pop Culture
You're Not "Alone" in Your Exit Plan: How to Survive Exiting Your Business
Just like contestants on Survivor, and the more realistic survivalist show Alone, must devise winning strategies to outlast their competition and secure the ultimate prize, business owners must also navigate a challenging terrain to achieve a successful exit from their companies.
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I Know What You Did Last Summer... Because You Clearly Documented Your Business Processes
While we could definitely make some connections between the film I Know What You Did Last Summer and exit planning, we will hold off on the horror movie comparisons until Halloween. Instead, we will head in a different, far less frightening direction. Suppose you were to transition the daily operations of your business over to a new owner tomorrow. Is your business ready?
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The Superheroes of Exit Planning: How to Form a Strong Advisory Team
If you are a comic book fan, you probably had a different group of heroes in mind. Especially because “Earth’s Mightiest Heroes” is often the moniker of Marvel Comics’ The Avengers. However, we think an owner’s exit planning team and the superheroes in your favorite comic books have some similarities.
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Exit Planning Summer Camp: 3 Exit Planning Tips From Classic Summer Camp Films
We know not everyone has been to a summer camp, so we compiled a list of summer camp movies to highlight some important matters to consider during the exit planning process.
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Celebrating Powerful Girl Groups This American Business Women's Day
As we celebrated American Business Women’s Day, we took a journey through some of the most popular girl groups and how they incorporated or failed to incorporate, exit planning strategies into their rise to the top of the charts.
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