Business Exit & Succession Planning
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EPI SD 2021 – August – Getting Clients “Unstuck” and Ready to Move Forward with You
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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 2021 – Nov – The Ins & Outs of Charitable Remainder Trusts
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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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