EPI Chapter Meetings
Showing 61–72 of 136 results
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EPI SD 2021 – Oct – Tax Planning for You and Your Business
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EPI SD 2022 – Feb – Helping Women Generational Owners Assume the Leadership Role
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EPI SD 2022 – June 15 – BUSINESS EXIT TRANSACTION STRATEGY: PLANNING, OPTIONS AND EXECUTION
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EPI SD 2022 – May 18 – Case Study: 3 Partners, 3 Designs
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EPI SD 2022 – November 16 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
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EPI SD 2022 – September 21 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition
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EPI SD 2023 – Aug 16 – Speed Dating Part 3: Always Know Who to Call!
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EPI SD 2023 – January 18 – EPI San Diego – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI SD 2023 – July 19 – Maximize the Value of Human Capital
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EPI SD 2023 – Nov 16 – M&A DEAL BREAKERS AND WAR STORIES
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EPI SD 2023 – Oct 18 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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EPI SD 2023 – Sep 20 – Fiduciaries: Individuals, Companies, Trust Companies, and Banks
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