196 CEPAs Join the EPI Network in May 2025

196 CEPAs Join the EPI Network in May 2025

June 26, 2025 7 min read
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering
Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering

Commercializing Your CEPA: How Financial Advisors Market Their Exit Planning Offering

June 24, 2025 4 min read
How to Turn Your Business Into a Freedom Machine, No Sale Required
How to Turn Your Business Into a Freedom Machine, No Sale Required

How to Turn Your Business Into a Freedom Machine, No Sale Required

June 19, 2025 3 min read
How to Play the Boomer Exit Wave
How to Play the Boomer Exit Wave on white background two older business owners having a conversation

How to Play the Boomer Exit Wave

June 16, 2025 6 min read
Understanding Lower Middle Market M&A: What CEPAs Need to Know
Understanding Lower Middle Market M&A: What CEPAs Need to Know blue arrow hitting target

Understanding Lower Middle Market M&A: What CEPAs Need to Know

June 12, 2025 4 min read
The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)
The 7 Follow-Up Mistakes Costing You Customers (And How CRM Software Fixes Them)

The 7 Follow-Up Mistakes Costing You Clients (And How CRM Software Fixes Them)

June 9, 2025 4 min read
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit
Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit man pointing to upward arrow

Breaking Through the Growth Plateau: A Guide for Founders Ready to Scale and Exit

June 5, 2025 7 min read
Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value

Closing the Value Gap: How CEPAs Should Support Clients by Setting Goals to Accelerate Value

June 3, 2025 5 min read
How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities
How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities two people talking on blue background

How CEPAs Can Build Stronger Client Relationships and Unlock New Opportunities

May 27, 2025 4 min read