The M&A Source offers strategic education & content to elevate M&A advisors to better serve their clients. Our goal is to ensure all M&A advisors know and work toward best practices in middle market transactions. Since its founding in 1991, we strive to be “the source” for all those working on mergers & acquisitions transactions, including CPAs, attorneys, investment bankers, business sellers, and others. This international organization currently has more than 420 members.
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 800 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future.
