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cepa

What is a Certified Exit Planner (CExP)?

Learn what a Certified Exit Planner (CExP) is, how the three-part certification works, what topics the course covers, and how CExPs use tools like...

business advisors

ESOPs as a Succession Planning Tool

Employee Stock Ownership Plans (ESOPs) are often misunderstood as just a retirement benefit or employee incentive. In reality, ESOPs can function as...

business advisors

What Is a Triggering Event in Exit Planning?

Discover what a triggering event is in exit planning, see practical business triggering event examples, and learn how advisors use them to start...