Tax Planning13 min read
Business Valuation for Estate & Gift Tax
IRS requirements for business valuations in estate and gift tax planning.
Exit Planning12 min read
What Is Exit Planning?
The comprehensive guide to planning your business transition and exit.
Exit Planning11 min read
Business Transition Timeline: When to Start
Key milestones from 5 years out through closing and post-transition.
Succession Planning14 min read
Family Business Succession Planning
Governance, next-gen readiness, and frameworks for family transitions.
Exit Planning11 min read
The Role of a Certified Exit Planning Advisor (CEPA)
What CEPAs do and why the credential matters for business transitions.
Exit Planning11 min read
Financial Advisors & Business Owner Retirement Planning
Serving business owner clients approaching retirement with valuation-first strategies.
Exit Planning12 min read
The CEPA's Strategic Role in Business Transitions
Coordinating multi-disciplinary teams for successful transitions.
Succession Planning13 min read
Creating a Family Business Succession Plan
Actionable framework: timeline, governance, valuation, and communication.
Exit Planning14 min read
Data-Driven Exit Planning in the Age of AI
How AI and continuous valuation reshape exit planning for CEPAs and owners.
Exit Planning12 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.
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.