EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS

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business advisory

CEPA Client Acquisition and Fee Structuring

Discover the secrets to pricing services as a Certified Exit Planning Advisor (CEPA). Structuring fees, tools, attracting clients, and more

exit planning

How Many OKRs Should a Team Have?

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...

cepa

What is Financial Analysis Software?

Looking to gain a deeper understanding of your company's financial health? What exactly is financial analysis software?

exit planning

Buying an Existing Business 101

The top reason why buyers buy a business is to make return on its investment, hopefully a big one. Of course, there are other reasons as well.

exit planning

Buying an Existing Business 101

The top reason why buyers buy a business is to make return on its investment, hopefully a big one. Of course, there are other reasons as well.

strategic planning

Becoming a Successful Business Advisor

Business advisory is important to the health of an organisation. Learn about the necessary steps for becoming a successful business advisor.