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EPI SD 2021 – June – How To Partner With An Investment Banker When You Both Do Exit Planning
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EPI SD 2021 – May – Poised for Exit – A Woman Entrepreneurs Guide to Business Transition
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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 2024 – November 20 – Case Study: Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts
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EPI SD 2025 – January 15 – Building the Future: Succession Planning Through Leadership Development
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EPI SD 2025 – July 9 – Investigating Exit Options from Various M&A Expert Perspectives
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EPI SD 2025 – June 18 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS WITH THE CHAPTER LEADERSHIP TEAM AND THEIR CLIENTS
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EPI SD 2025 – May 21 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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EPI SoCal Chapters’ Virtual Business Owners’ Series – October 6th BofA Sponsored
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EPI SoCal Chapters’ Virtual Business Owners’ Series – September 1st
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EPI SoCal Chapters’ Virtual Business Owners’ Series – September 1st BofA Sponsored
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EPI Webinar – Standalone Practice Launch
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