EPI SF
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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 – August 4 – Speed Dating: Always Know Who to Call
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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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EPI SF 2025 – October 6 – Put a Pin in It – Meeting Your Clients Where They Are
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EPI SF 2026 – August 3 – Helping Owners Vet and Fill the Gaps: A Cross-Functional Dialogue
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EPI SF 2026 – February 2 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI SF 2026 – January 5 – Helping Your Clients with 3 Persistent People Problems: Retention, Recruitment, Remote Employees
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EPI SF 2026 – July 6 – Outcome-Focused Planning
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EPI SF 2026 – March 2 – AI Proof Your Practice with Advanced Counseling and Planning Tools
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EPI SF 2026 – May 4 – Designing a Smarter Exit: leveraging Real Estate to Enhance Business Sale Outcomes
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