154 CEPAs Join the EPI Network in June 2025

154 CEPAs Join the EPI Network in June 2025

July 15, 2025 5 min read
Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business
Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business

Marketing Your CEPA Offering: How to Turn Your Credential into a Scalable Exit Planning Business

July 14, 2025 5 min read
Breaking Barriers: Tips to Achieve Lasting Business Significance
Breaking Barriers: Tips to Achieve Lasting Business Significance

Breaking Barriers: Tips to Achieve Lasting Business Significance

July 10, 2025 4 min read
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