Exit Planning Institute
We serve an elite, high-caliber group of professional advisors, committed to serving the needs of business owners.
#ExitPlanning #CEPA
06/01/2026
Succession planning in a family business is rarely straightforward. It requires thoughtful communication, trust, and a clear plan to help both generations stay aligned throughout the transition.
Read our latest blog on how Certified Exit Planning Advisors (CEPA®) can guide business owners through the succession process with confidence.
https://hubs.li/Q04jgW0D0
This conversation reinforces a critical truth: transferable value is built through clarity, alignment, and purpose long before an exit occurs.
In Part 1 of this Exit is Now: Plan Accordingly episode, Scott Snider, President of the Exit Planning Institute® (EPI), sits down with Renee Russo, the 2026 Exit Planner of the Year and Founder and CEO of Rise Up Business Coaching, to explore why vision is one of the strongest drivers of long-term enterprise value.
From defining a ten-year direction to creating alignment across teams, Renee shares how intentional leadership shapes stronger businesses and more sustainable growth.
Listen to the full episode: https://hubs.li/Q04j4Bx90
Leadership issues eventually become business value issues.
In this moment, Josh Koza and Dr. Fred Johnson discuss how accountability, trust, and team alignment directly impact profitability, culture, and long-term enterprise value. It is a powerful reminder that leadership development is not separate from value creation; It drives it.
Listen to the full episode here: https://hubs.li/Q04j0Pk90
Click here to claim your Sponsored Listing.