How to Position Yourself Successfully as a CEPA in the Exit Planning Marketplace

How to Position Yourself Successfully as a CEPA in the Exit Planning Marketplace

January 11, 2024 3 min read
195 CEPAs Join the EPI Network in November 2023

195 CEPAs Join the EPI Network in November 2023

December 13, 2023 11 min read
Greg Merrill Finds Value in the CEPA Community: A CEPA® Case Study

Greg Merrill Finds Value in the CEPA Community: A CEPA® Case Study

November 22, 2023 3 min read
160 CEPAs Join the EPI Network in October 2023

160 CEPAs Join the EPI Network in October 2023

November 13, 2023 9 min read
Celebrating Immigrant Business Owners on National Immigrant Day

Celebrating Immigrant Business Owners on National Immigrant Day

October 27, 2023 8 min read
Julie Keyes Shares the Top 10 Lessons To Become A Successful Exit Planning Advisor: A CEPA Spotlight

Julie Keyes Shares the Top 10 Lessons To Become A Successful Exit Planning Advisor: A CEPA Spotlight

October 17, 2023 5 min read
156 CEPAs Join the EPI Network in September 2023

156 CEPAs Join the EPI Network in September 2023

October 11, 2023 9 min read
How Brett Dearing Broadened His Advisory Scope: A CEPA Spotlight

How Brett Dearing Broadened His Advisory Scope: A CEPA Spotlight

September 28, 2023 3 min read
Expert Insights From CEPA of 15 Years: Marquita Trenier Wiley

Expert Insights From CEPA of 15 Years: Marquita Trenier Wiley

September 21, 2023 4 min read