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Engaging Closely Held Businesses – Value Creation and Transitions (Copy)
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Engaging Closely Held Businesses – Value Creation and Transitions (Copy)
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EPI LA – June 11 Effective Strategies Used to Transfer the Ownership of a Business
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EPI LA – May 14 Acquisition Due Diligence Panel
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EPI NJ 2021 – May 5 – Our own Joe Strazzeri was on an informal panel discussion for the EPI New Jersey Chapter meeting.
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EPI OC – Apr 8 – Balancing Financial Success and Purpose – Communicating with Your Business Owners: Life Quotient
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EPI OC – July 9 – Business Operations and Tax Considerations in the New World
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EPI OC – Mar 11 – The Legal Side of Deal Flow – Where are We Now?
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EPI OC 2021 – August 12 – ESOP Case Study – The Good, The Bad, & The Ugly
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EPI OC 2021 – July 8 – Transforming Your Money Relationship Attracts, Increases, and Engages More Business Owner Clients
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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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