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BuildSimplify 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...
EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS
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case study
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...
author
Apr 24, 2025
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...
Shaun Savvy
Mar 1, 2025
cepa
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...
Shaun Savvy
Feb 2, 2025
cepa
How Many Questions is the CEPA Exam?
One of the most common questions aspiring CEPA candidates ask is: How many questions are on the CEPA exam? The answer? ...
Shaun Savvy
Feb 1, 2025
strategic planning
The Role of Family Members in Business Succession Planning
This process, known as family business succession planning, is essential for preserving a family enterprise's legacy, values, & profitability.
Shaun Savvy
Jan 31, 2025
strategic planning
What Is a Buy-Sell Agreement?
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
Shaun Savvy
Jan 27, 2025
Startup Exit Strategy: A Comprehensive Guide to Planning for Success
A startup exit strategy is not just about walking away, it's about creating a roadmap that maximizes value for founders, investors...
Shaun Savvy
Dec 20, 2024
Retirement
What Is an Exit Strategy in 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
Shaun Savvy
Dec 13, 2024
cepa
How to Maximize Your CEPA Exam Preparation
CEPA Exam Preparation is a critical milestone for professional advisors aiming to help business owners transition their businesses...
Shaun Savvy
Nov 20, 2024
financial planning
Business Estate Planning vs Exit Planning: Key Differences Explained
Understanding the differences between business estate planning vs exit planning is essential for advisors offering comprehensive financial planning...
Shaun Savvy
Nov 13, 2024
financial planning
How to Start an Estate Planning Practice: Financial Advisors
Understanding how to start an estate planning practice can differentiate a financial advisor from their peers and offer substantial value...
Shaun Savvy
Oct 31, 2024