The Luck of the Irish: How Preparedness Trumps Luck in Exit Planning

The Luck of the Irish: How Preparedness Trumps Luck in Exit Planning

March 17, 2025 2 min read
What is the 2025 M&A Market Outlook?

What is the 2025 M&A Market Outlook?

March 13, 2025 3 min read
Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations

Multiples Don’t Matter: How Financial Advisors Can Manage Owner’s Expectations

March 11, 2025 6 min read
What is a CEPA?

What is a CEPA?

March 10, 2025 3 min read
The 5Ws of Exit Planning

The 5Ws of Exit Planning

March 6, 2025 4 min read
Check Out the Inaugural Annual Exit Magazine

Check Out the Inaugural Annual Exit Magazine

March 4, 2025 3 min read
Highlights from the 2025 State of the Institute

Highlights from the 2025 State of the Institute

March 3, 2025 2 min read
Maximizing Client Success: A Comprehensive Guide for Modern-Day Advisors

Maximizing Client Success: A Comprehensive Guide for Modern-Day Advisors

March 3, 2025 5 min read
379 CEPAs Join the EPI Network in January 2025

379 CEPAs Join the EPI Network in January 2025

February 27, 2025 12 min read