Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success
Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success

Navigating End Market Concentration: A Strategic Framework for Lower Middle Market M&A Success

September 29, 2025 5 min read
Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients
Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients

Four Marketing Pillars Every CEPA Needs to Attract More Business Owner Clients

September 18, 2025 5 min read
Owner Readiness: What It Is & Why Should You Care?
Owner Readiness: What It Is & Why You Should Care? blue background with three bars signifying results

Owner Readiness: What It Is & Why Should You Care?

September 15, 2025 3 min read
229 CEPAs Join the EPI Network in August 2025

229 CEPAs Join the EPI Network in August 2025

September 9, 2025 8 min read
Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage
Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage

Why Transparent Valuation Data is Every Certified Exit Planning Advisor’s Competitive Advantage

September 8, 2025 4 min read
5 Mistakes that Decrease the Value of Your Client’s Business
5 Mistakes that Decrease the Value of Your Client's Business

5 Mistakes that Decrease the Value of Your Client’s Business

September 3, 2025 5 min read
The Advisor's Dilemma: When Your Toolkit Isn't Enough
The Advisor's Dilemma: When Your Toolkit Isn't Enough

The Advisor's Dilemma: When Your Toolkit Isn't Enough

August 27, 2025 7 min read
204 CEPAs Join the EPI Network in July 2025

204 CEPAs Join the EPI Network in July 2025

August 12, 2025 7 min read
Stronger Harvests Start in the Build Stage
Stronger Harvests Start in the Build Stage

Stronger Harvests Start in the Build Stage

August 11, 2025 4 min read