The Only Investment Bank Built for CEPAs

Your Gateway to Empowering Business Transitions

At REAG, we understand the crucial role Certified Exit Planning Advisors (CEPAs) play in the business ecosystem, especially when it comes to facilitating smooth and profitable business transitions. Our CEPA Partnership Portal is meticulously designed to offer you resources, insights, and tools tailored to enhance your capabilities and serve your clients effectively.

Why Partner with REAG?

REAG is a seasoned M&A advisory team with a profound understanding of the complexities involved in business transitions. We value the holistic approach CEPAs take in integrating personal, financial, and business goals to craft comprehensive exit strategies. Together, we can create synergies that result in successful outcomes for business owners.

Featured Presentation

Market Volatility & M&A: Navigating Uncertain Waters in 2025

Watch Scott Mashuda offer an essential exploration of market volatility’s impact on individuals, institutions, and decision makers in Lower Middle Market mergers and acquisitions.

Creating Winning M&A Outcomes

Fair Market Value vs Strategic Value:
Don’t Leave Money on the Table

Join Scott Mashuda for an exclusive presentation on the anticipated M&A trends for the lower-middle market in 2025.

Past Presentations

Play

Unlocking the Power of Strategic Exit Planning: Insights and Strategies for CEPAs

Transferring Wealth: Building Success in M&A

Mergers and Acquisitions (M&A) are often seen as defining moments in a company's lifecycle.

Discover Success Together: Collaborative Steps Between REAG and CEPAs

How REAG Supports the CEPA and their clients through M&A REAG supports CEPAs with essential expertise to clarify strategies,...

Prepare: Collaborative Steps Between REAG and CEPAs

When business owners embark on the journey of transitioning ownership and exiting their business, advisors can leverage the...

Choosing Growth at the Decide Gate: Accelerating Value Beyond the Exit

In our previous post, we explored the Sell option at the Decide Gate of the Value Acceleration Methodology. We discussed...

The Decide Gate: Navigating the Sale with REAG

The Decide Gate represents the culmination of the Value Acceleration Methodology, where Certified Exit Planning Advisors’...

What’s the Impact of Inflation on Business Valuation in Lower Middle Market M&A

In recent years, lower middle market business owners have faced unprecedented challenges. Among these, sustained inflation...

REAG’s Value Acceleration Support for CEPAs and Their Clients

Christopher Snider’s essential book, Walking To Destiny, equips business owners and their advisors…

Year-End Reviews: How Business Owners and CEPAs Leverage REAG’s Expertise

REAG empowers CEPAs to elevate year-end client reviews. Learn how this partnership drives success in exit planning and growth...

Year-End Reviews: How Business Owners and CEPAs Leverage REAG’s Expertise

REAG empowers CEPAs to elevate year-end client reviews. Learn how this partnership drives success in exit planning and growth...

Choosing Growth at the Decide Gate: Accelerating Value Beyond the Exit

In our previous post, we explored the Sell option at the Decide Gate of the Value Acceleration Methodology. We discussed...

What’s the Impact of Inflation on Business Valuation in Lower Middle Market M&A

In recent years, lower middle market business owners have faced unprecedented challenges. Among these, sustained inflation...

The Decide Gate: Navigating the Sale with REAG

The Decide Gate represents the culmination of the Value Acceleration Methodology, where Certified Exit Planning Advisors’...

Transferring Wealth: Building Success in M&A

Mergers and Acquisitions (M&A) are often seen as defining moments in a company's lifecycle.

Prepare: Collaborative Steps Between REAG and CEPAs

When business owners embark on the journey of transitioning ownership and exiting their business, advisors can leverage the...

REAG’s Value Acceleration Support for CEPAs and Their Clients

Christopher Snider’s essential book, Walking To Destiny, equips business owners and their advisors…

Discover Success Together: Collaborative Steps Between REAG and CEPAs

How REAG Supports the CEPA and their clients through M&A REAG supports CEPAs with essential expertise to clarify strategies,...

Quarterly M&A Market Pulse: 2023 Q3

In the most recent Exit Planning Institute’s Quarterly M&A Market Pulse for Q3 of 2023, REAG delivered a comprehensive update and shared expert insights, particularly emphasizing the pivotal role of Certified Exit Planning Advisors (CEPAs) in facilitating seamless business transitions. Scott Mashuda provided valuable commentary and analysis

With the depth of knowledge and market insights offered by REAG, CEPAs are well-equipped to adeptly maneuver through market fluctuations, ensuring their clients achieve optimal returns and successful transitions.

Schedule a discovery call with our team to develop and unlock growth opportunities for your clients.

Where Does an Investment Bank Fit into the Exit Planning Process?

An investment bank can be a resource throughout the exit planning process, both for financial advisors and the businesses they serve. See where REAG can provide assistance along the journey.

Tools

Navigating the intricacies of business transitions can be daunting.

Whether your client is considering an exit, seeking growth capital, or contemplating a strategic shift, having a trusted advisor by your side is invaluable.

REAG has developed a structured approach to ensure your client’s business transition is both strategic and seamless.

Download our checklists:

Pre-Discover Checklist