Business Exit Preparation and Options
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Building Financial Projections – Keys to Increasing Business Value and Entrepreneur Cash Flow
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EPI SD 2021 – July – Ready to Delight Your Business-Owner Clients
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EPI SF 2025 – April 7 – Exit Planning is Not What You Think – Chapter Launch Event
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EPI SF 2025 – July 7 – The Five Conversations That Drive Business Succession Planning
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EPI SF 2025 – June 2 – Opening Conversations with Business Owners
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EPI SF 2025 – May 5 – Deep Dive into VAM Panel
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How to Become the Trusted Advisor to Business Owners (Specific to the Sale of their Business)
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Intentionally Defective Trusts (IDGTs)
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Navigating the Pitfalls of PAGA: What Employers Can Do to Minimize Risk of PAGA and Wage & Hour Claims
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The Five Forms of Valuations and the Role Each Play in the Exit Planning Process
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The Intersection Between Estate Planning and Business Planning
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What to do with Real Estate When Selling a Business
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