CEPA Portal

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

Quarterly M&A Market Pulse: 2024 Q1

See REAG Founding Partner, Scott Mashuda’s, presentation on the trends for Q1 2024 in lower-middle market M&A.

The M&A market is a barometer for the broader business environment. It reflects economic conditions, industry-specific challenges and opportunities, as well as investor sentiment. By understanding the trends in this space, businesses can better position themselves for growth, partnerships, and potential exits.

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

Featured Video

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.


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

Due Diligence Request List  

How can we help your clients?

Schedule a discovery call with our senior advisory team so we can understand your needs.