Tag Archives: NEPS
The State of Exit Planning 2024
Highlights from the 2024 National Exit Planners Survey revealed important information about the state of Exit Planning in 2024. One notable finding from the survey is that exit planning advisors reported a slight decrease in client inquiries and engagements compared to previous years. However, this may be attributed to the substantial 30% increase in the number of practitioners claiming an exit planning certification over the last year, potentially diluting the market. Additionally, the reduced pace of acquisitions in the industry could have also played a role in this trend. Continue reading
The Value of Certification
What is the Value of Certification? We’ve just released the 2023 National Exit Planner Survey (NEPS). This is the third year for the survey, and participation continues to increase. This year we were able to reach a 99% confidence level in the result, with only about a 2.5% margin of error. Continue reading

