Is there an Elephant in the Family Business?

Every family business struggles with challenges that no one wants to talk about.  Operating a business is hard enough, adding on the dynamics of working with relatives into the mix and it is easy to see how family businesses can struggle to effectively operate. Personal feelings can cloud judgment, foster resentment, and negatively impact how the business grows.  If problems are left to fester, the business can become a battleground.  When family businesses avoid discussing these critical issues, they miss business opportunities, lose money and damage relationships. These “elephants in the room” keep… Read More

Creating a Message That Cannot be Ignored

Connecting Communities and Changing Owner Outcomes: Wisconsin Chapter of EPI Expands Exit Planning Awareness with Virtual Education

UW Madison – Family Business Center

As part of my presentation at University of Wisconsin – Madison Family Business Center, I will be utilizing these exercises:   Opening Quiz – Eye-opening overview of the marketplace. Exercise – The Four Capitals – Self-assessment scoring exercise on the four capitals that make every business valuable (or not!). Attractiveness vs Readiness – Abbreviated worksheet on identifying the potential Value Gap in transitioning your business.   About Exit Planning Institute: The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning… Read More

Where have we been? Where are we headed? Watch the Annual EPI “State of the Institute” Broadcast with EPI VP, Scott Snider.

This broadcast is a good opportunity to revisit EPI’s brand promise.

You only exit once…unless you PE Recap! Check out new article from Divestopedia and join an upcoming webinar with KLH Capital.

Its all about Recaps this week. Check out thought leadership from Divestopedia and KLH Capital.

EPI welcomes a new member to the Global Office marketing team!

To maintain the rapid growth that EPI has experienced and increase marketing and media support, EPI introduces you to Lauren Crowe, EPI Marketing Coordinator!

What impact does culture actually have on business value?

What impact does culture actually have on business value? Well, studies show that 70-80% of all integrations fail, often due to cultural mismatch.

Market Outlook: 2017 Recap and 2018 Forecast

Mark your calendar for January 11 and attend the virtual broadcast with Scott Snider as he shares insights from EPI Global as it relates to the accomplishments of 2017 and where the CEPA community is headed in 2018! “It is important to reflect on the past year to truly adopt a strategy for the future that identifies and embraces the existing strengths and recognizes the areas for growth. And, this was a huge year for CEPAs and exit planners worldwide,” said Snider, “It will be a lot to cover in one hour. With… Read More

EPI Welcomes the Newest Chapter: San Diego

A new month, a new chapter! On December 6, our community welcomed the newest chapter to the network: San Diego!  With advisors from across San Diego County in attendance, the EPI Chapter Launch was an incredible event for motivation and connection.  The members of the San Diego 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.  To note, Southern California officially has… Read More

[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