We spoke with Drew McLaughlin, a Financial Advisor within Private Wealth Management at UBS to see how he the CEPA designation has helped grow his business. … read more
CEPA Spotlight: How is Drew McLaughlin utilizing the CEPA Designation?
While most businesses like to say that their employees are “like family” to them, in a family business this is literally the case.… read more
A CPA with a CEPA designation gains more than an additional four letters after their name in an email signature. Learn how to expand your business, build lasting client relationships, and open yourself up to a $50 million opportunity.… read more
In most cases, the first time a potential customer interacts with your brand will be through a story they have seen or heard about your business. Better make it a good one. … read more
EPI Masterclass | January Class of 2021: Join in congratulating and welcoming the 167 newest advisors to join the growing exit planning community!… read more
EPI interviewed 13 Value Advisors within the EPI Community to learn about their backgrounds. We were interested to know their opinions on value creation and how they feel value is created. We learned more about their individual processes and what owners can expect in the value creation engagement. Most importantly we discussed how other advisors… read more
Most owners view “Exit Planning” in a literal sense: Planning to Exit their business. Making an “exit plan” for their very distant exit seems like a foolish use of their time. To be completely honest, with all the competing definitions for exit planning, we can understand the confusion. … read more