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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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Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners
Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners tv screen
Blog Business Owner CEPA

Separating Fact from Fiction: What These Hit Shows Got Wrong About Business Owners

May 12, 2025 4 min read
Circle of Excellence: Profile of Inductee Rich Jackim
Circle of Excellence: Rich Jackim headshot on blue background
Leadership Exit Planning Summit Circle of Excellence

Circle of Excellence: Profile of Inductee Rich Jackim

May 8, 2025 3 min read
Meet the 2025 Excellence in Exit Planning Award Winners
Excellence in Exit Planning Award Winners on blue background, headshots of Joe Seetoo, Rick Krebs, and Renee Russo
Blog CEPA Excellence in Exit Planning Awards Exit Planning Summit

Meet the 2025 Excellence in Exit Planning Award Winners

May 6, 2025 4 min read
Embracing Exit Readiness: A New Mindset for Business Owners
Embracing Exit Readiness: A New Mindset for Business Owners An Article Submitted by Capitaliz business people speaking around a table
Blog Business Owner CEPA

Embracing Exit Readiness: A New Mindset for Business Owners

May 5, 2025 5 min read
Meet the 2025 Circle of Excellence Inductees
Meet the 2025 Circle of Excellence Inductees
Leadership Exit Planning Summit Circle of Excellence

Meet the 2025 Circle of Excellence Inductees

May 1, 2025 3 min read
Recognizing CEPAs with 15 Years of Experience
Recognizing CEPAs with 15 Years of Experience headshots of cepas on green background with CEPA shield
Excellence in Exit Planning Awards Exit Planning Summit

Recognizing CEPAs with 15 Years of Experience

April 30, 2025 2 min read
From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late
From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late checking a computer screen with spreadsheets and pie chart
Blog Business Owner CEPA

From Tired to Retired: How to Spot Exit Planning Opportunities Before It's Too Late

April 29, 2025 4 min read
10 Essential Automations to Grow Your Exit Planning Business
10 Essential Automations to Grow Your Exit Planning business yellow flowchart concept
Blog CEPA

10 Essential Automations to Grow Your Exit Planning Business

April 28, 2025 3 min read
How Financial Advisors Can Help Business Owners Build Significant Companies and Create Legacy
How Financial Advisors Can Help Business Owners Build Significant Companies and Create Legacy people talking over a laptop
Blog CEPA

How Financial Advisors Can Help Business Owners Build Significant Companies and Create Legacy

April 24, 2025 3 min read
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