Articles

Capturing the attention of busy owners to discuss something they probably think is decades away—exit planning—can sometimes seem ...

As an Exit Advisor, your business lives and dies off your network — this isn’t a business where leads ...

While there’s tons of content on the internet on just about every subject you can think of (and ...

For many advisors, bringing on new clients can be difficult in the best of times. It takes a ...

One difficulty that exit advisors run into is that most people aren’t really aware their services exist. The ...

For most CEPAs, the biggest problem they run into in their business has nothing to do with the ...

Almost every exit advisor knows the struggle — clients and prospects just don’t have time to get educated ...

Peter Christman shares his inspiration for founding the Exit Planning Institute, insights for new CEPAs, his philosophy on ...

One of the most difficult aspects of running any business is client education. Some clients simply aren’t interested ...

No matter how you help business owners, you're always looking for ways to ensure your clients succeed. In ...

Setting goals is often the difference between long-term success and eventual failure. Sure, if you don’t set goals, ...

New to Get a Grip? Watch this platform tour to learn how to access your course content and ...

When your business owner client decides to sell, there’s a unique, uncommon opportunity for you as a wealth ...