As a Certified Exit Planning Advisor, exit planning is a subject that’s near and dear to my heart. Unfortunately, it’s an often overlooked and misunderstood area in business. I often encounter ...

Feeling trapped while being enviably successful in public-facing entrepreneurship is an entire vibe. It feels like a wide-eyed brain freeze, a charley horse in a swimming pool—or worse, like a ...

In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Planning Institute (EPI). Of the alphabet salad following Lauren’s name, she and I ...

What is the ideal time to start exit planning? What are the risks of not having an exit plan? How often should a business be valued? What is continuation planning? How do I find the right professional ...

IRAEmpire has published a new guide on "Business Exit Planning" to help business owners navigate this complex topic. TALLAHASSEE, FL / ACCESS Newswire / October 25, 2025 / For many entrepreneurs, ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

You’ve given years to your business. You’re tired of the daily grind—or bored and want a new challenge. You’ve been talking about exiting your business for a while. Yet, the talk hasn’t gone anywhere.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Exit planning is essential for every business owner—not ...

Have you considered how your successful business venture will end? It might seem counterintuitive, but planning your business exit strategy from the start can significantly improve your ...

As a business owner, the day-to-day decisions and challenges inherent in managing a business can leave little time for long-term planning — let alone thinking about when and how you will exit the ...