EPI Chapter Meetings

Showing 37–48 of 136 results

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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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  EPI OC 2025 – January 9 – Building the Future: Succession Planning Through Leadership Development

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  EPI OC 2025 – July 10 – Investigating Exit Options from Various M&A Expert Perspectives

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  EPI OC 2025 – June 12 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS WITH THE CHAPTER LEADERSHIP TEAM AND THEIR CLIENTS

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  EPI OC 2025 – May 15 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners

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  EPI OC 2025 – November 13 – Helping Business Owners Choose Their Transition Path

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  EPI OC 2025 – September 11 – Counseling to Commitment in 3 Parts

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  EPI OC 2026 – January 8 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits

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  EPI OC April 9 – Business Owner Disability

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