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Why a CEPA is Essential for Your Exit Planning Team
When you envision the future of your business, you’ve likely come across the term Certified Exit Planning Advisor (CEPA). But what...
davelokos
Jan 33 min read


Introduction to Business Planning
Dear Business Owner, As trusted advisors and exit planners, we understand that running a business comes with its unique set of challenges...
davelokos
Dec 17, 20243 min read


Setting Business Goals
Dear Business Owners, In our previous newsletter, we explored the importance of strategic planning as a catalyst for long-term success in...
davelokos
Dec 9, 20243 min read
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