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The Missing Layer in Exit Planning Preparing Owners for Life After a Liquidity Event

The Missing Layer in Exit Planning Preparing Owners for Life After…

Exit planning for business owners has traditionally focused on valuation, tax efficiency, and transaction structure. While these…

Why Technically Perfect Exit Plans May Still Fail Business Owners After the Sale

Why Technically Perfect Exit Plans May Still Fail Business Owners After…

By Andrew Williams As exit planning advisors, we are exceptionally good at solving complex problems. We know…

M&A Industry Trends August 2025

M&A Industry Trends August 2025

Current Trends in the Lower Middle Market M&A Landscape: Q2 2025 Insights The second quarter of 2025…

Helping Your Business Owner Clients Thrive After the Exit

Helping Your Business Owner Clients Thrive After the Exit

The Hidden Challenge of Exiting a Business As a CEPA advisor, you know the technical side of…

Staying out of the bottom 75%

Staying out of the bottom 75%

In 2014, accounting firm Price Waterhouse Coopers (PwC) conducted a revealing study exploring the experiences of business…

Leading Through the Storm

Leading Through the Storm

Leading Through the Storm: How Business Owners Find Purpose in Challenging Times The months between the inauguration…

Close More Deals by Addressing What Really Matters

The best exit advisors don’t just sell businesses – they help owners embrace their next chapter. Differentiate yourself by guiding business owners through both the numbers and the emotions of selling.