[Live Broadcast] Confessions of an Investment Banker Doing Exit Planning for Over 20 Years
Joe Sands, CEPA, has been an investment and merchant banker for over 20 years completing dozens of transactions. These transactions have included corporate financings (debt and equity), mergers, acquisitions and business divestitures for both healthy and distressed businesses. He has done this as both a principal investor/operator and as an agent for clients ranging in size from start-up to multi-billion dollar companies. In the majority of these transactions – exit planning was prudent at the early stages of the transaction process to: (i) increase the likelihood of a transaction getting completed and… Read More
Why Do Business Owners Procrastinate Exit Planning?
Attend the upcoming November 30TH webinar, Presented by John Warrillow, Founder of The Value Builder System that answers this very question. Business owners are wired differently than most of us, which means what we see as an obvious investment of time, they see as a waste. There is, however, a way to get through to business owners and get them to take action on their exit plan, but it requires you first understand their psychographic DNA. Learn more about the award-winning author and serial entrepreneur, John Warrillow by visiting http://www.BuiltToSell.com. John Warrillow has… Read More
The EPI Network Welcomes Its Newest Chapter!
The EPI Chapter Network has grown again! On November 10, our community welcomed the newest chapter to the network: Lehigh Valley! With over 100 advisors in attendance, the Lehigh Valley Chapter Launch was an incredible event for motivation and connection. The members of the Lehigh Valley chapter (and all chapters throughout the globe) will look to clarify and simplify the exit planning process and accessibility in their local market, as well as drive best practices in the advisor teams that serve the business owner community. Check out the featured article in the… Read More
12,000 People Are Searching…Who Will Be Found First?
Across the United States this month, more than twelve thousand unique people “googled” the following keywords and key phrases: “CEPA,” “sell my business,” “selling a business,” “exit my business,” “certified exit planning advisor,” “certified exit planner,” “sell your business,” “how to sell my business,” “how to sell a company,” and “succession planning definition.” Advisors allow themselves to believe that their website, their digital thought leadership, their professionalism and appeal, and their social activity don’t contribute to major buying decisions like exit planning engagements. In turn, they give very little time and investment… Read More
One-Page Scorecard
The road to success is paved with good information. One-Page Scorecard Instructions Not registered for the 90-Day Business Sprint webinar series? Register now! Learn the concepts that accelerate business value and unlock the wealth housed in your business by attending the monthly 90-Day Business Sprints webinar series. Enact positive changes that will enhance your performance every 90 days using the Value Acceleration Methodology. Attend this webinar series every month to learn the 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, found in the award-winning book, Walking to Destiny!… Read More
Social Capital Through the Eyes of the Buyer (HMA Blog Post)
Great blog review from the President of HMA Public Relations on Walking to Destiny, zeroing in on Social Capital from the perspective of a buyer.
EPI Thought Leadership in Action: Owner Education Events on the Horizon
Over the next ninety days, EPI and CEPAs across the country are teaming up to bring action-creating education to owners and professional development and network building events to advisors! There is an exciting lineup of releasing research studies, Owners Forums; awareness events, Chapter launches; and private Trade engagements up ahead. To keep you in the know, we would like to share what’s on our next “90-Day Sprint.” In collaboration with partners across the country, Chris Snider, EPI CEO, 2016 AM&AA Thought Leader of the Year, and award-winning author of Walking to Destiny,… Read More
A Step Toward Exit Readiness in Long Island: The 2017 Long Island Owners Forum Recap
According to national research cited in the State of Owner Readiness Survey (primary research conducted by EPI and its supporting partners), many Baby Boomer business owners are experiencing the next stage in their business’s lifecycle. As these accomplished owners look ahead one, five, or ten years, they see transition, sale, or exit on their horizon. Not a surprising reality, but the concern begins when you look at staggering historical success (or fail) rates for transitioning a privately held business.
Post-CEPA Thoughts – Leaving It All on The Field
Last week at my flagship company (Exit Planning Institute), we completed our 28th CEPA program. CEPA programs are always the highlight of my year. I am so fortunate to be able to do what I love. An exceptional group of professionals. The first thing that comes to mind as I reflect on it is “Exceptional Class.” The class of May 2017 included eight different professional disciplines from three countries and 12 states. What makes a great CEPA program comes down to how well the class interacts with the faculty and each other…and… Read More
Snider Value Index 
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