M&A Industry Trends August 2025

Current Trends in the Lower Middle Market M&A Landscape: Q2 2025 Insights The second quarter of 2025 delivered a complex but largely encouraging picture for lower middle market mergers and acquisitions (M&A). Sellers are finding favorable conditions, private equity remains aggressive, and main street entrepreneurial activity continues to expand. At the same time, looming headwinds […]

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 exit planning inside and out—value acceleration, enterprise valuation, tax strategies, deal structures, and estate planning. But too often, even the best-prepared sale transactions leave business owners feeling unfulfilled after the sale. Studies from Price Waterhouse Coopers famously showed […]