Business Exit & Succession Planning

Showing 25–36 of 171 results

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  Due Diligence Pre-Planning: Making Sure the Sale Does Not Derail

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  Engaging Closely Held Businesses – Value Creation and Transitions

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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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  EO Advantage: Unlocking Employee Ownership for Your Clients

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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 – Jan 20 – What to Look for in your Client’s Financial Statements that will Make the Biggest Difference

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  EPI OC – June 11 – Innovative Tax Planning for Business Owners

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  EPI OC – May 14 – Nevada Trusts for Business Owners

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  EPI OC – Nov 12 – Unlock the Hidden Value of IP Assets

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