EPI OC
Showing 25–36 of 91 results
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EPI OC 2023 – Nov 9 – M&A DEAL BREAKERS AND WAR STORIES
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EPI OC 2023 – Oct 12 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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EPI OC 2023 – Sep 14 – Fiduciaries: Individuals, Companies, Trust Companies, and Banks
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EPI OC 2024 – Apr 11 – 1031 Exchange Options Your Clients Are Truthfully Looking For
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EPI OC 2024 – August 8 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI OC 2024 – Jan 11 – The Business Conundrum: Advanced Planning for 2024/25
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EPI OC 2024 – June 13 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
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EPI OC 2024 – May 9 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
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EPI OC 2024 – November 14 – Case Study: Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts
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EPI OC 2024 – September 12 – The Exit Planning Landscape Has Changed: Stay Relevant in 2024
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EPI OC 2025 – August 14 – Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All
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EPI OC 2025 – February 13 – An ESOP Guide for the Perplexed
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