EPI SD
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EPI SD – Feb 17 – Math of an ESOP – A Tool to Determine Feasibility
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EPI SD – Jan 20 – 2020 Business Succession Planning Case Study
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EPI SD – Mar 17 – Tools to Add Exit Planning to Your Practice
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EPI SD – Nov 18 – Buy/Sell Agreement Disasters
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EPI SD – Oct 22 – Hope is a Great Conversation
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EPI SD – Sep 16 – Third Party Sales and The M&A Process
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EPI SD Apr 15 – The Intersection of Exit/Succession and Special Needs Planning for the Newly Disabled Business Owner of Special Needs Family Member
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EPI SD July 15 – Small Business Loans – Where are we now? What did we learn? What’s next?
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EPI SD June 18 – Why Nevada? – Nevada Trusts for Business Owners
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EPI SD Mar 18 – How to Prepare the Next Generation of Wealth Holders and Business Owners
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EPI SD May 20 – Cannibusiness: Challenges, Opportunities, and Threats
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EPI SoCal Chapters’ Virtual Business Owners’ Series – June 11
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