Business Exit & Succession Planning
Showing 85–96 of 377 results
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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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EPI OC 2021 – October 14 – The Great Resignation – What HR & Finance Need to Know Now About Employee Retention
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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 – November 10 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 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 – 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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