Succession Planning10 min read
Family Business Succession Planning
Governance, next-gen readiness, and frameworks for family transitions.
Succession Planning7 min read
Creating a Family Business Succession Plan
Actionable framework: timeline, governance, valuation, and communication.
ESOP9 min read
ESOP Valuation Requirements
DOL requirements, annual updates, and what ESOP trustees need to know.
Tax Planning8 min read
Business Valuation for Estate & Gift Tax
IRS requirements for business valuations in estate and gift tax planning.
Latest Articles
Exit Planning7 min read
Why 73% of Owners Intend to Transition — But Only 13% Do
The 73/13 engagement gap: why owners stall and how advisors close it.
Exit Planning8 min read
Data-Driven Exit Planning in the Age of AI
How AI and continuous valuation reshape exit planning for CEPAs and owners.
Exit Planning6 min read
The CEPA's AI-Forward Practice
Building an AI-native advisory practice that scales without diluting quality.
Private Equity9 min read
Selling to Private Equity: What Owners Need to Know
PE deal structures, valuation expectations, and preparation strategies.
Private Equity7 min read
Complete Guide to Selling to Private Equity
PE transactions from start to finish: process, terms, and post-close life.
Exit Planning8 min read
The Role of a Certified Exit Planning Advisor (CEPA)
What CEPAs do and why the credential matters for business transitions.