EPI Mahoning-Shenango Valley Chapter

Studies show that 44% of business owners feel financial stress and fear about the future of their business. This stress can easily take a toll on their mental and physical health which can lead to serious health concerns down the line. So what are some ways to ease the load off of these business owners? Read our blog post below to explore 5 actionable strategies for managing stress to build a healthier, more sustainable life. https://hubs.li/Q02S2gWF0 #BusinessStress #EntrepreneurWellness #StressManagement #ExitPlanning #CEPA #EPI #BusinessOwners

As a CEPA, you understand better than most that strong relationships are the keys to success. It's really not about measuring Customer Capital; it's about deep, collaborating relationships with your very best clients. How are you leveraging these relationships for value? Take a moment to think about and discover how you can really step up your Customer Capital. #ExitPlanning #EPI #WalkingToDestiny #CustomerCapital #CEPA

As a CEPA, you understand better than most that strong relationships are the keys to success. It's really not about measuring Customer Capital; it's about deep, collaborating relationships with your very best clients. How are you leveraging these relationships for value? Take a moment to think about and discover how you can really step up your Customer Capital. #ExitPlanning #EPI #WalkingToDestiny #CustomerCapital #CEPA

As a CEPA, you understand better than most that strong relationships are the keys to success. It's really not about measuring Customer Capital; it's about deep, collaborating relationships with your very best clients. How are you leveraging these relationships for value? Take a moment to think about and discover how you can really step up your Customer Capital. #ExitPlanning #EPI #WalkingToDestiny #CustomerCapital #CEPA

What makes the alliance between REAG and CEPAs a game-changer in M&A transactions? By joining forces with REAG, Certified Exit Planning Advisors supercharge their implementation of Snider's Value Acceleration Methodology. This collaboration, spanning from Pre-discovery to the Decide Gate, unlocks a wealth of strategic insights and market intelligence. The result? A turbocharged approach that propels business value, sharpens performance metrics, and sets new standards for wealth creation in the exit planning journey. Learn more: https://lnkd.in/g5uHMhpN #growthstage #REAG #CEPA #mergers #business #acquisitions #lowermiddlemarket #investmentbank

Lower middle market M&A continues to show robust activity in 2024. GF Data reports 180 deals closed in 1H, set to outpace 2022 and 2023. Average multiples up to 7.4x EBITDA in Q2 from 6.9x in Q1. Seller-friendly environment emerging. Smart business owners are aligning with the right advisors to navigate these shifts. Wondering where you fit in? Reach out to learn more: https://lnkd.in/e6yVTpb4 #growthstage #REAG #mergers #business #acquisitions #lowermiddlemarket #investmentbank

Many successful small-to-medium-sized businesses will, at some point, need to deal with two important strategic challenges: attracting and retaining the most talented employees, and creating an effective succession plan. Additionally, it’s important for the employees of these companies to build a solid foundation of retirement savings. Employee stock ownership plans (ESOPs) can be a useful tool for addressing all these needs. Our article provides key details. https://bit.ly/4d3bBa3

Your clients' systems are more valuable than you might think! Structural capital is the backbone of a successful business. It’s about turning knowledge into assets. Is your client's business built to grow? Help them strengthen their structural capital and pave the way for sustainable success! #StructuralCapital #ValueAcceleration #CEPA

Great session this afternoon at the EPI Mahoning-Shenango Valley Chapter discussing the value and necessity of the Discovery Gate of the Value Acceleration Methodology. 40 attendees engaged with the panel of "DAN the ESOP MAN" Zugell Wiley Runnestrand and Louis V. Colella, CPA, PFS, CFP®, CEPA along with moderator Vernard Richberg, CBA in a lively and valuable workshop. These folks are serious about business growth and succession planning for their business owner clients. Join the group next time on October 24th from 4 to 5 PM in advance of YBI Shark Tank event.

Your business is only as strong as your people. Human capital is the heartbeat of Value Acceleration. As a CEPA, you know that investing in your team is just as critical as investing in your business. Building a culture that aligns with your goals amplifies value and drives sustainable growth. Empower your clients to build strong teams that accelerate business value today! #HumanCapital #ValueAcceleration #CEPA