Consulting
Showing 37–48 of 187 results
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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 – May 12 – Case Study: 3 Partners, 3 Designs
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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 – 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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EPI OC 2024 – June 13 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
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EPI OC 2024 – May 9 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
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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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