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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...

enterprise

Enterprise Value Assessment

Learn what an enterprise value assessment is, how to calculate enterprise value, and how advisors use EV to compare companies, model exits, and guide...