Business Planning
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EPI SF 2025 – June 2 – Opening Conversations with Business Owners
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ESOPs Case Study
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From “The Five Transition Goals:” Align Owner, Team, and Family vs Solidifying Choices for Your Business Transition
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Gathering 2019 – Friday Only Registration
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Handling the Sale of a Business
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Monday Practice Booster – August 12 – Preparation for Due Diligence
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Monday Practice Booster – August 26 – The Nine Key Business Questions
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Monday Practice Booster – March 9 – The Nine Key Business Questions
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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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Owner’s Roundtable 2019
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Pre-Governance – Harvesting Fresh Perspectives
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Tax Planning for the Sale of Your Business
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