EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

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advisors

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...

Shaun Savvy Jun 29, 2025

advisors

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.

Shaun Savvy Jun 21, 2025

advisors

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.

Shaun Savvy May 31, 2025

strategic planning

Planning Your Business Exit in 9 Steps

Selling your business is a big event. To ensure the sale is a success, use the following 9 steps when planning your business exit.

Chris Auman Dec 20, 2022

strategic planning

Planning Your Business Exit in 9 Steps

Selling your business is a big event. To ensure the sale is a success, use the following 9 steps when planning your business exit.

Chris Auman Dec 20, 2022

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The latest exit planning news & commentary

Get the latest from the experts

3, 5, 10-Year Exit Timeline: Value Acceleration Map for Advisors

Enterprise Value vs Equity Value: Key Differences for Exit Planning Advisors

Exit Planning Process – 7 Stages Advisors Should Master

Planning Your Business Exit in 9 Steps

Planning Your Business Exit in 9 Steps