In the realm of exit planning, assembling a skilled advisory team is essential. But what if one of those advisors could work even more closely with your client, acting as a strategic insider focused on value creation? That's exactly what happened when FocusCFO, a leading provider of Fractional CFO services, partnered with Jax Kar Wash to navigate a complex exit.  ..read more

While exiting from privately held companies isn’t easy, public companies have a vastly different set of considerations when it comes time for leaders to exit. For example, the SEC regulations can make exiting more difficult as they have standards for how you say and do things. Also, the CEO, President, or Chairperson oftentimes was once the private business owner that took the company public. Because of that leader’s expertise and goodwill, the shakeup caused by an exit could cause uncertainty among shareholders.  ..read more

The 2024 Exit Planning Summit offered attendees a diverse array of workshops, networking opportunities, and transformative sessions, enhancing their exit planning knowledge and professional networks.  ..read more

REAG supports Certified Exit Planning Advisors® (CEPAs) with essential expertise to clarify strategies, ensure informed decision-making and deliver successful outcomes ..read more

When you first decide to exit your business, you quickly realize that there are a lot of different questions you’ll have to answer — and they’ll start to snowball. Who could take over? Where can you find that person? What is the value of your business? How do you tell your team ..read more

The 2024 Exit Planning Summit in Marco Island, Florida, was a culmination of education, networking, and philanthropy. At the heart of the event was the Charity Giveback Social, where attendees came together to support the Nicklaus Children's Hospital. Let's look at how this year's Summit made a difference in the lives of children in need.  ..read more

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Justin Goodbread has a unique perspective on business ownership. In his book, "Your Baby is Ugly: Maximize the Value of Your Business or You’ll Have Nothing to Sell", he addresses a crucial question: Are you creating a business that’s attractive to others—or is it a business only a parent could love? Justin, a Certified Exit Planning Advisor® (CEPA) with ongoing education from the Exit Planning Institute® (EPI), considers this book the highlight of his career. It reached the top of the Wall Street Journal bestseller list, drawing on lessons learned from his CEPA® training.  ..read more

In the world of exit planning, collaboration among various professionals is key to ensuring successful business exits. The Exit Planning Institute ® (EPI) partners with industry leaders like Generational Group to provide comprehensive solutions to business owners.  ..read more

As Mother’s Day approaches, it’s time to honor and celebrate the incredible women who nurture, lead, and inspire us both at home and in the workplace. For many mothers who are business owners, finding the balance between managing a company and raising a family can be both rewarding and challenging. One aspect of this balance that deserves attention is exit planning. In retirement and succession planning, exit strategies are equally important for mothers who want to ensure the future success of their businesses and prioritize their roles as parents. Let’s explore why business exit planning mat ..read more