Business Models
Showing 37–48 of 180 results
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EPI OC 2021 – June 10 – SHOOT OUT: NINGs, WINGs and DINGs
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EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
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EPI OC 2022 – August 11 – Collaboration at its Best Part 1: Partnering and Tools for Increased Engagement
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EPI OC 2022 – June 9 – Business Exit Transaction Strategy: Planning, Options and Execution
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EPI OC 2022 – September 8 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition
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EPI OC 2023 – Aug 10 – Speed Dating Part 3: Always Know Who to Call!
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EPI OC 2023 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI OC 2023 – July 13- Maximize the Value of Human Capital
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EPI OC 2023 – Nov 9 – M&A DEAL BREAKERS AND WAR STORIES
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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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