Strategic Alliances

Our LAN process is enhanced by industry-leading education, tools, technology.

Our strategic partners are continually innovating technology, tools and processes in the business valuation, business planning and succession and exit planning arenas. With their platforms, we are set to deliver best-in-class service, guidance and solutions to business owners.

Meet Our Partners

EPI provides advisors of business owners with the crucial education to differentiate themselves, add value to existing client relationships, and attract new business owners to their firms. EPI awards the Certified Exit Planning Advisor (CEPA) credential.
Capitaliz is a leading valuation, insight, and planning tool in our industry designed to identify, protect, maximize, and extract value held in privately owned businesses.
With the ValuCompass tools, advisors guide their clients in the Discover, Protect, and Grow phases of an exit strategy, resulting in a customized roadmap and financial solutions.
BizEquity is the world’s only patented and the largest provider of business valuations, having valued more than 33 million private businesses globally.
Asset-Map helps advisors communicate by building a one-page financial landscape that humans can actually understand.
BEI helps business advisors worldwide create and deliver tens of thousands of planning solutions to business owners.
Tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.