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Search News by Tag: exit planning

86 news stories found

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Press Release August 19, 2026
Exit Planning Institute Raleigh Chapter hosts annual Raleigh-Durham Owners Forum to connect business leaders and exit planning advisors
This business owner-focused event built around the idea that "good exit planning is good business strategy"
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Press Release August 19, 2026
Exit Planning Institute Austin Chapter hosts Business Owner Round Table on growth strategies for area entrepreneurs
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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Press Release August 19, 2026
Exit Planning Institute Kansas City Chapter hosts Business Owner Forum for entrepreneurs and advisors to connect
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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Press Release August 19, 2026
Exit Planning Institute Wisconsin Chapter hosts Business Owner Forum to offer insights into effective transition strategies
Wisconsin-area business owners to offer firsthand insights on leadership transitions for family businesses
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Press Release July 1, 2026
"Exit Is Now: Walking to Destiny" podcast to feature exclusive insights with exit planning innovator Christopher M. Snider
New podcast by the Exit Planning Institute to launch July 15
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Press Release June 23, 2026
Marquis Who's Who Honors Kit Mac Nee with Inclusion in Who's Who in the World
Kit Mac Nee channels years of expertise into her work as a financial advisor with Morgan Stanley as well as her ongoing volunteerism with professional, local and international organizations.
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Press Release June 10, 2026
Marquis Who's Who Honors Michelle Brow, Founder of Full Bloom Financial®, for Leadership in Fiduciary Financial Planning
Michelle Brow, founder of Full Bloom Financial®, is recognized for leadership in fiduciary financial planning, wealth management and business exit planning, building on a successful entrepreneurial career & more than 15 years in financial services.
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Press Release May 27, 2026
Exit Planning Institute Announces Growth and Impact Week 2026 in La Jolla, California
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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Press Release May 8, 2026
Marquis Who's Who Honors Phillip H. Chou, CEPA, for Expertise in Investment Banking and Business Succession Planning
Phillip H. Chou, CEPA, Recognized for Leadership as Co-Founder and Senior Managing Director of AmbroseAdvisors LLC
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Press Release April 23, 2026
Marquis Who's Who Honors Stephen R. Murray for Expertise in Human Capital and HR Leadership
Stephen R. Murray recognized as the president and founder of GrowFast
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Press Release April 1, 2026
Inc. Names Exit Factor to Its 2026 List of the Fastest-Growing Private Companies in the Southeast and Founder Jessica Fialkovich to Its 2026 Female Founders 500
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Press Release February 5, 2026
Harborstone Point Advisors Redefines Tax, Valuation, and Exit Planning Services for Sanibel Business Owners
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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Press Release January 13, 2026
Exit Factor Enters 2026 With Ambitious International Growth Plans
Business Value Enhancement Franchise Targets New Countries to Extend Its Reach
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Press Release January 8, 2026
Financial Experts Sarah and Phil Jones Team Up to Introduce Their New Book, "Tax Free Millionaire: Use Your Tax Dollars to Become a Millionaire"
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
Exit Factor Earns Multiple National Awards From Leading Business Organizations
Business Value Enhancement Franchise Praised for its Rapid Expansion and Leadership
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Press Release November 3, 2025
Windes Names Chase McClung as Leader of Transaction Advisory Services
Chase McClung, Audit & Assurance Services Partner, to lead Transaction Advisory Services practice.
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Press Release October 31, 2025
Marquis Who's Who Honors Trent William Turner for Expertise in Investment Services
Trent William Turner is a distinguished financial advisor and president of 11 Essex Financial
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Press Release August 19, 2025
Exit Factor Announces Second Quarter Milestones, Launches Affiliate Program and Expands Corporate Team to Support Continued Growth
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
Exit Factor Named to Inc.'s 2025 Best Workplaces List
Annual list recognizes the businesses that set the standard for workplace success and awards excellence in company culture
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Press Release June 11, 2025
Marquis Who's Who Honors Cody L. Hilbun, CEPA®, PWA®, WMS®, for Expertise in Financial Services
Cody L. Hilbun, CEPA®, PWA®, WMS®, is a distinguished professional with 14 years of experience in the financial services industry
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