Exit Planning Institute

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Exit Planning Institute

Exit Planning Institute

@beyondcepa

The authority on Exit Planning Education, Resources, and Content for Professional Advisors and Business Owners. #ExitPlanning #ValueAcceleration #CEPA

Cleveland, OH Katılım Ocak 2013
1.5K Takip Edilen1.3K Takipçiler
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
50% of businesses will fail due to the results of unintended consequences. Exit Planning Institute refers to these factors as the 5 Ds. Divorce, Disagreement, Disability, Distress, and Death. Check out our whitepaper, case study, and infographic here: hubs.ly/Q01JGLLQ0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
We interviewed @DanNegroni, C-Suite Advisor at launchbox, to learn more about his 2024 Exit Planning Summit mainstage session, what inspired him to study generational differences, and insights from his book! Learn more from Dan in our interview below: hubs.li/Q02qhm-j0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
Nothing brings an office, friend group, or family together quite like a March Madness Bracket. Learn more about winning Exit Planning Teams on our blog: hubs.li/Q02pDjPN0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
Since the launch of the CEPA® credentialing program in 2007, the EPI has credentialed over 5,000 advisors across the globe. We interviewed Mark Zastrow to learn how he incorporates his CEPA education into his practice. Read the #CEPASpotlight here: hubs.li/Q02mHPmH0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
Are You Prepared to Leap Into Your Life After Exiting Your Business? In honor of our “extra day” this year, we are sharing some facts about business owner exit readiness from the 2023 National State of Owner Readiness Report. hubs.li/Q02jQzrL0 #ExitPlanningInstitute
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
As we celebrate 10 years of the #StateOfOwnerReadiness begin our 10 day countdown to the release of the 2023 National State of Owner Readiness Report, we are sharing 10 statistics from the new report! Register for the State of the Institute Address here: hubs.li/Q02j9SzD0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
Luci Gabel, Power Session Speaker at the 2022 Exit Planning Summit, shares some of the lesser-known benefits of decentralizing a business owner from their business. Read Luci's insights in our EPI Community-contributed article below: hubs.li/Q02jPPx_0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
While other businesses and organizations celebrate true love and wedded bliss this Valentine’s Day, we continue our tradition of discussing divorce on Valentine’s Day for the fourth year! Read the article here: hubs.li/Q02jPQ1q0
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Exit Planning Institute
Exit Planning Institute@beyondcepa·
Only 1 week left to nominate a CEPA for the 2024 Excellence in Exit Planning Awards! These awards include Peter Christman Exit Planner of the Year Award Leader of the Year Award Member of the Year Award Nominate a CEPA today here: hubs.li/Q02j3YQC0 #ExitPlanningSummit
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