Write your 2-5 year strategic plan.
Do you have a written plan that maps out where you need to be in the next couple years?
Complete a “Reverse Review.”
Complete a “Reverse Review.” An owner (and their successor) needs to know their numbers.
Gen Z…the next great generation?
There is some disagreement on Millennials and Gen Zers. Who is the better generation?
Learn how a business is valued.
You should know how a business is valued through the eyes of a buyer.
The Five Stages of Value Maturity
Many owners run “lifestyle” businesses. Change focus from income to value..you can have it all
Top 10. Target 10.
Top 10. Target 10. What specific strategies can increase sales from your Top 10 customers?
The EPI Weekly Update: July 29
Exit Planning Institute (EPI) is passionate about changing outcomes for middle market business owners.
The Impact of Value Management
Public and privately held businesses can be grouped into two categories: lifestyle or value creator.
Snider Value Index 
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