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...
Maus dedicates our 20+ years of exit planning expertise to keeping the community informed and prepared.
Learn how an exit planner aligns personal and financial goals, builds value with the Exit Planning Institute framework, and ensures a successful...
Learn how CEPAs craft 3, 5 & 10-year exit timelines with the Value Acceleration Methodology. Close the value gap, boost enterprise value, and guide...
Master the 7-stage exit planning process to grow value, reduce risk, and guide owners to a successful business sale or transition.
Planning for retirement can feel overwhelming, but the 7 Percent Rule offers a simple and effective strategy to ensure financial stability in your...
Planning for retirement can feel overwhelming and even create retirement anxiety, but the 4 Percent Rule provides a more conservative approach to...
One of the most common questions aspiring CEPA candidates ask is: How many questions are on the CEPA exam? The answer? ...
This process, known as family business succession planning, is essential for preserving a family enterprise's legacy, values, & profitability.
A buy-sell agreement, also known as a buyout agreement, is a legally binding contract that outlines how a partner’s share of a business
An exit strategy in business is a business owner's devise to sell, close, or transfer company ownership. It outlines the steps and processes
CEPA Exam Preparation is a critical milestone for professional advisors aiming to help business owners transition their businesses...
Understanding the differences between business estate planning vs exit planning is essential for advisors offering comprehensive financial planning...
Understanding how to start an estate planning practice can differentiate a financial advisor from their peers and offer substantial value...