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Exit Planning Transition Team: 7 Roles for a Smooth Exit
Learn why an exit planning transition team: CEPA, CPA, attorney & more boosts transferable value and ensures a smooth, successful
What Is Transferable Value? | 10 Ways to Boost Before Exit
Discover transferable value and 10 proven tactics to cut owner dependence, wow buyers, and ensure a high-multiple, regret-free exit.
Exit Readiness: A Business Owner’s Guide 2025 – 2026
Achieve exit readiness—boost value, reduce risk, and ensure a smooth transition. Step-by-step 2025–2026 guide with checklists and free tools.
What Is an Exit Planner? Definition, Duties & Why Every Owner Needs One
Learn how an exit planner aligns personal and financial goals, builds value with the Exit Planning Institute framework, and ensures a successful...
3, 5, 10-Year Exit Timeline: Value Acceleration Map for Advisors
Learn how CEPAs craft 3, 5 & 10-year exit timelines with the Value Acceleration Methodology. Close the value gap, boost enterprise value, and guide...
Enterprise Value vs Equity Value: Key Differences for Exit Planning Advisors
Understand Enterprise Value vs Equity Value, how debt & cash shift each, and what CEPA advisors must know to maximize owner exit outcomes.
Exit Planning Process – 7 Stages Advisors Should Master
Master the 7-stage exit planning process to grow value, reduce risk, and guide owners to a successful business sale or transition.
Simplify Your Retirement with the 7 Percent Rule
Planning for retirement can feel overwhelming, but the 7 Percent Rule offers a simple and effective strategy to ensure financial stability in your...
Virginia Asset Management's 400% Revenue Boost with Maus
Virginia Asset Management Grows Revenue 400% with Maus. Case Study for Financial Advisor's success with Maus Exit Planning Software for Financial...
Conservative Retirement with the 4 Percent Rule
Planning for retirement can feel overwhelming and even create retirement anxiety, but the 4 Percent Rule provides a more conservative approach to...
What is a CEPA? Certified Exit Planning Advisor
You may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping...