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Another reason we can give you a better experience is our network of advisors. The Exit Planning Institute (EPI) specifically endorses multi-disciplinary teams who bring the full breath of services needed to help an owner exit their business successfully. Our approach, advocated by the EPI, makes available all of the advisors needed to bring you the best possible deal and experience.

Exit Planning Institute (EPI) Credentialed Member
The Exit Planning Institute (“EPI” or the “Institute”) is an association of professional business advisors providing exit planning services for business owners. The Exit Planning Institute leads the exit planning profession by setting the highest standards of education, ethics, and professional excellence for advisors in the exit planning field.

Council of Smaller Enterprises Member
The Council of Small Enterprises (COSE) is the small business arm of the Greater Cleveland Partnership, which serves as a one-stop resource for its members by providing: group-purchasing programs that reduce the cost of doing business; education and development programs for small- and mid-sized businesses; advocacy on legislative and regulatory issues affecting the business community; a wide range of resources focused on helping firms grow; and economic development partners that can address business concerns.

Association for Corporate Growth (ACG) Member
Founded in 1954, the Association for Corporate Growth, Inc. is the premier global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions. Today ACG stands at over 12,000 members from corporations, private equity, finance, and professional service firms representing Fortune 500, Fortune1000, FTSE 100, and mid-market companies in 54 chapters in North America, Europe and Asia. Leaders in corporations, private equity, finance, and professional service firms focused on building value in their organizations belong to ACG.

Broker Services Network (BSN) Credentialed Member
Broker Service Network (BSN) is a support orientated network for existing business brokers. BSN was founded in 2001 as a new and innovative way to grow the business brokering market through a unique and ethical FULL DISCLOSURE approach to business brokering. Since 2001, over 280 brokers have been trained and certified by BSN. BSN was recently featured in Trump University’s book Entrepreneurship 101 as the place to go for finding more about business activity.

LoopNet Member
LoopNet is a leading commercial real estate information services provider offering a suite of products and services tailored to the national and local needs of the commercial investments industry. LoopNet operates the largest and most heavily trafficked commercial real estate listing service online with over 3 million registered members and 890,000 average monthly unique visitors. LoopNet.com contains more than $495 billion of properties available for sale and 6.1 billion square feet of properties available for lease.

"We use a multi-disciplinary, "team-play" approach which gets all advisors critical to the deal on the same page early in the process."

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