Search News by Tag: exit planning
73 news stories found
Press Release
October 8, 2026
Certified Exit Planner Dan Conklin's "Business Strong, Beyond the Trap" Offers a Practical Framework for Building a Sellable Company
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October 1, 2026
Exit Planning Institute 2026 Season of Deals to help advisors turn New Years Resolutions into action
Limited-time offers help advisors elevate their exit planning expertise
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September 25, 2026
The Heart Financial Group founder reflects on childhood trauma, faith and the unexpected connection between the risks she once learned to anticipate and the work she does today.
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September 18, 2026
EPI's Alliance Partners expands advisor access to specialized support for business owners navigating exit planning
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September 17, 2026
Florida-based publisher has helped more than 370 professionals turn their expertise into bestselling books
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September 15, 2026
Business owner-focused event on preparing entrepreneurs for their eventual business exit
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August 19, 2026
This business owner-focused event built around the idea that "good exit planning is good business strategy"
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August 19, 2026
Join Austin-area business owners along with exit planning professionals to learn how to navigate and thrive in today's marketplace
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August 19, 2026
Join Kansas City-area business owners along with exit planning professionals to gain insight navigating growth, mergers, acquisitions, and exit planning
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August 19, 2026
Wisconsin-area business owners to offer firsthand insights on leadership transitions for family businesses
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July 1, 2026
New podcast by the Exit Planning Institute to launch July 15
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May 27, 2026
Growth and Impact Week will take place June 17–19, 2026, at the Estancia La Jolla Hotel & Spa. As part of this year's programming, EPI is honored to partner with Owners in Honor™
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February 5, 2026
Harborstone Point Advisors offers tax, accounting, and business advisory services under one roof, allowing clients to move beyond reactive financial management and toward proactive, informed decision-making.
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January 13, 2026
Business Value Enhancement Franchise Targets New Countries to Extend Its Reach
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January 8, 2026
If you're not actively doing tax planning, you could be losing millions over your lifetime!
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Press Release
November 13, 2025
Business Value Enhancement Franchise Praised for its Rapid Expansion and Leadership
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November 3, 2025
Chase McClung, Audit & Assurance Services Partner, to lead Transaction Advisory Services practice.
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August 19, 2025
Business Value Enhancement Franchise Gains Momentum with New Agreements, Strategic Marketing Hires, and New Revenue Channels
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Press Release
June 17, 2025
Annual list recognizes the businesses that set the standard for workplace success and awards excellence in company culture
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