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Capturing the attention of busy owners to discuss something they probably think is decades away—exit planning—can sometimes seem impossible. Exit planners and value builders know better than anyone that many…

As an Exit Advisor, your business lives and dies off your network — this isn’t a business where leads just fall into your lap. It takes lots of work on the…

While there’s tons of content on the internet on just about every subject you can think of (and for many different audiences), there’s one form that’s more popular than just…

For many advisors, bringing on new clients can be difficult in the best of times. It takes a lot of time and energy to take a lead from interested to…

One difficulty that exit advisors run into is that most people aren’t really aware their services exist. The other problem is that, once they find out what a exit advisor…

For most CEPAs, the biggest problem they run into in their business has nothing to do with the actual job of helping their clients prepare for an exit… It’s getting…

Almost every exit advisor knows the struggle — clients and prospects just don’t have time to get educated on exit planning, even when you’re offering exit planning education for little-to-no…

Peter Christman shares his inspiration for founding the Exit Planning Institute, insights for new CEPAs, his philosophy on prospecting, and so much more in this interview. About Peter Christman The…

One of the most difficult aspects of running any business is client education. Some clients simply aren’t interested in learning much of anything from you — they hired you to…

No matter how you help business owners, you’re always looking for ways to ensure your clients succeed. In most cases, that means you’re either helping their business grow or you’re…