Search by Tag: exit planning
54 total news stories found.
Launch of The Endgame Entrepreneurship™ Masterclass Empowers Business Owners for Successful Exits
2024-07-24 | Created by Laurie Barkman, Former CEO and Business Transition Expert, For Entrepreneurs To Build With Their Exit In Mind
Seth Alton Wheeler, CFP, MS, Recognized for Military Service and Expertise in Wealth Management
2024-07-22 | Seth Alton Wheeler, CFP, MS is a retired U.S. Army Colonel and founder of Halcyon Wealth Strategies
Unlocking Financial Success: Role of Fractional CFO in Small Businesses
2024-05-14 | An event to give you invaluable insights into financial management tailored for small businesses.
Aldo Gonzalo Rodriguez, WMCP, CEPA, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-01-15 | Aldo Gonzalo Rodriguez is recognized for his expertise as a financial advisor with Edward D. Jones & Co., L.P.
Ralph J. Colucci Celebrated for Dedication to the Field of Finance
2023-12-11 | Ralph Colucci lends years of expertise to his current role with Stout
Unlocking Business Value: Savage Accountancy, APC's Expertise in Business Valuation Services
2023-09-02 | Whether you are considering a merger, acquisition, sale, or internal restructuring, having a precise understanding of your business's worth is paramount.
Dan Morris Recognized for His Expertise in Business Strategy and Marketing
2023-07-13 | Dan Morris offers his experience as a managing partner at Mindracer Consulting
Third Annual National Exit Planners Survey Shows Continued Explosive Growth in the Industry
2023-07-04 | Exit Planning Advisors report more engagements at higher fees
Exit Planning Institute CEO's book, Walking to Destiny available now
2023-05-23 | Christopher M. Snider, CEO of the Exit Planning Institute (EPI), released his book, Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth
ExitMap LLC Unveils ExitMap AI: Revolutionizing Exit Planning with the Industry's First AI-Powered Advisor Support Tool
2023-05-21 | ExitMap® AI represents a major breakthrough in exit planning, leveraging the latest advancements in artificial intelligence to provide advisors with more accurate and personalized insights for their clients.
Jan L. Graybill Recognized by Marquis Who's Who
2023-05-17 | Jan L. Graybill serves as a specialist in estate and income tax planning and business transitions.
Exit Planning Summit to host Charity Giveback Social
2023-04-24 | Exit Planning Institute will hold a Charity Giveback Social during the upcoming Exit Planning Summit in Scottsdale
Launching in May 2023: Exit Planning Institute Austin Chapter
2023-04-04 | A collaborative group of Austin leaders are coming together to launch a chapter that educates the marketplace on business growth and transition
Exit Planning Institute CEO releases book: Walking to Destiny
2023-03-21 | Christopher M. Snider, will release his book, Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Exit Planning Institute announces the Exit Planning Summit Keynote Speaker: Marc Randolph
2023-02-23 | The Summit brings together the essential professionals who guide business owners, including financial advisors, CPAs, business consultants, estate planning professionals, and others.
Exit Planning Institute announces the Exit Planning Summit Keynote Speaker: Marc Randolph
2023-02-16 | Co-founder and first CEO of Netflix, will be the keynote speaker at the upcoming Exit Planning Summit
Inaugural Women in Exit Planning Symposium launched by the Exit Planning Institute
2023-02-07 | Participants will attend interactive, action-oriented workshops with national experts and leading practitioners on topics such as building your advisory team and communicating your value.
Michael Kitces to speak at Exit Planning Institute's 2023 Exit Planning Summit
2023-01-23 | The Exit Planning Summit will take place in Scottsdale, Arizona from May 21-23, 2023
Launching in February 2023: Exit Planning Institute Fort Lauderdale Chapter
2023-01-18 | A collaborative group of Fort Lauderdale leaders are coming together to launch a chapter that educates the marketplace on business growth and transition