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Exit Planning Models & Samples
Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
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Recent News
Visit the Exit Planning Institute Newsroom to see what EPI has been up to in the press and on a local and national level.
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Chapters
The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events
The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
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Speakers Bureau
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Exit Planning Institute
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
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Exit Planning
Best Seller
The most comprehensive guide to developing business
transition or exit plans for business owners. Highly recommended for any advisor who works with private business owners and
entrepreneurs on a regular basis.
| List Price: |
$49.95 |
| Book Price: |
$42.70 |
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Availability: In Stock. |
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The $10 Trillion Opportunity
Canadian Edition
The most comprehensive guide to developing business transition or exit plans for Canadian business owners. Recommended for any advisor who regularly works with owners of Canadian privately held businesses.
| List Price: |
$69.95 |
| Book Price: |
$44.07 |
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$13.00 |
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$25.88 (37%) |
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Member Favorites
Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests
Published By: John Wiley & Sons

This theoretical and practical guide gives readers important insights into the workings of the private capital
markets so that they can make sound investment and financing decisions.
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Price: $93.89
You Save: $26.11 (22%) |
Million Dollar Consulting (TM) Toolkit: Step-By-Step Guidance, Checklists, Templates and Samples from "The Million Dollar Consultant"Published By: John Wiley & Sons

Perfect for business brokers and other deal people, this practical toolbox provides specific checklists, guidelines,
templates, and actual examples for each and every step of the consulting process. It covers marketing, sales, meetings,
implementation, follow-up, invoicing, practice management, insurance, equipment, subcontracting, and scores of
other elements. It belongs in every professional advisor's library.
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Price: $25.05
You Save: $12.90 (34%) |
Selling to an ESOP

A comprehensive guide for owners, managers, and advisors of closely held companies considering setting
up an ESOP in order to buy part or all of the stock of the owner(s). The first half of the book describes how ESOPs
work and discusses basic considerations for selling to an ESOP, ranging from valuation to financing. The second half
of the book focuses on the tax-deferred Section 1042 "rollover" that allows selling shareholder(s) in
closely held companies to indefinitely defer capital gains taxation on the proceeds from the sale to an ESOP.
The eighth edition has been revised to tighten up the organization of the book and to reflect recent changes
in law and practice.
Price: $35.00
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The Market Approach to Valuing Businesses, 2nd Edition
Published By: John Wiley & Sons
Must reading for any business advisor who performs or uses business valuations, The Market Approach to
Valuing Businesses will show you how to successfully reach a fair and reasonable agreement on value. Whether you're buying, selling, or valuing a business, the market approach is the most widely accepted method of
determining the value of a business or partnership. This book is another tremendous valuation resource written by Shannon Pratt, the grandfather of business valuation. Be sure to check out the workbook that accompanies this book. A classic that keeps getting better with each new edition.
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Price: $115.94
You save $19.06 (14%) |
Pass It On: The Entrepreneur's Succession Playbook

When you build an airplane, for example, you often construct many of the components before final assembly. The same is true with the different components of an arch.
However, the unique aspect of an arch was that we continually build it from two sides. For a succession planning model to work, we needed commitment from the owner and the protégé. It was imperative that both sides complete their assignments with the ultimate goal of the finding—and resolving—the key issues that were represented by the various blocks.
The most important issue would be closure and was represented by the Keystone, which was the uppermost block placed in the model and held it together. The scaffolding could only be removed when the Keystone was permanently secured.
Price: $39.95
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Business Valuation For Dummies

Business Valuation For Dummies is filled with expert guidance that business owners, managers at all levels, investors, and students
can use when determining the value of a business. It contains a solid framework for valuation, including advice on analyzing
historical performance, evaluating assets and income value, understanding a company's financial statements, estimating the cost
of capital, business valuation models, and how to apply those models to different types of businesses. Co-authored by James Bates, CEPA, MBA
a member of the Exit Planning Institute.
List Price: $21.99
Book Price: $14.95
You save: $7.04 (32%)
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