Tax Planning13 min read
Business Valuation for Estate & Gift Tax
IRS requirements for business valuations in estate and gift tax planning.
ESOP12 min read
ESOP Valuation Requirements
DOL requirements, annual updates, and what ESOP trustees need to know.
Succession Planning14 min read
Family Business Succession Planning
Governance, next-gen readiness, and frameworks for family transitions.
Succession Planning13 min read
Creating a Family Business Succession Plan
Actionable framework: timeline, governance, valuation, and communication.
Latest Thinking
A practitioner’s look at how AI and continuous valuation data are reshaping exit planning for CEPAs and the owners they serve.
Exit Planning Advisors14 min read
Data-Driven Exit Planning in the Age of AI
How AI and real-time valuation data are reshaping exit planning for CEPAs and their business owner clients. The 73/13 engagement gap, the three ways plans quietly die, and what an AI-forward fiduciary practice looks like.
Exit Planning Advisors12 min read
Why 73% of Owners Intend to Transition — But Only 13% Do
The exit planning engagement gap, unpacked. Why most owners who intend to transition never actually do, the four quiet failures that make the gap, and what specifically closes it.
Exit Planning Advisors12 min read
The CEPA's AI-Forward Practice: Scaling Without Diluting Quality
How AI-assisted infrastructure lets CEPAs scale from five to eight engagements to fifteen to twenty, compress intake, strengthen retention, and keep fiduciary judgment at the center of the practice.