Exit Planning Institute - Find a CEPA

Ryan McCaslin, CPA, CIA, CEPA, is a Transaction Advisory Services Partner and leads the Financial Due Diligence practice for EHTC based in Grand Rapid, Michigan. His responsibilities include originating and executing mergers and acquisition projects for private equity, strategic buyers, and debt providers. Ryan also leads sell side due diligence projects assisting investment banks when taking companies to market. Ryan collaborates the EHTC advisory team to create a full suite of services for mergers & acquisitions to further enhance the dedicated service provided to EHTC clients.

A 2003 graduate of Northern Illinois University with a Master of Accounting Science, Ryan has more than 20 years of professional experience providing accounting, consulting, assurance, and advisory services to middle market clients.

At EHTC, Ryan’s specialty is financial due diligence consulting, preparing Quality of Earnings reports for private equity firms and strategic acquirers, and working with investment banks to take companies to market.

His transaction experience spans numerous industries including manufacturing and distribution, food processing and equipment, restaurants, retail, business services, software and technology, and construction. Ryan has led buy-side and sell-side financial due diligence projects for both corporate and private equity clients for mergers and acquisitions deals ranging in size from $5 million to $1 billion.

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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

To increase value and minimize risks in your business, you should follow th..

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Who Has a Seat at the Table Infographic

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

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2024 Webinar Series

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2025 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Access My Courses

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Best-In-Class Whitepaper

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Beyond CEPA Roadmap

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Business Attractiveness Scorecard

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Case Study, CEPA and CPAs

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Case Study: Value Acceleration

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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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CEPA Development Scorecard

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Email Marketing Templates

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

The framework for a high value business transition.

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From Successful to Significant Whitepaper

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Stage 1: The Value Maturity Index - Identifying Value

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The Impact of Unplanned Consequences on Business Value Whitepaper

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