Business Exit & Succession Planning
Showing 37–48 of 166 results
-
EPI OC 2022 – June 9 – Business Exit Transaction Strategy: Planning, Options and Execution
Read more -
Sale!
EPI OC 2022 – May 12 – Case Study: 3 Partners, 3 Designs
Read more -
Sale!
EPI OC 2022 – November 10 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
Read more -
EPI OC 2022 – September 8 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition
Read more -
EPI OC 2023 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
Read more -
Sale!
EPI OC 2023 – Nov 9 – M&A DEAL BREAKERS AND WAR STORIES
Read more -
Sale!
EPI OC 2023 – Oct 12 – Case Study: When Family Business Conflict Stalls Business Succession Planning
Read more -
Sale!
EPI OC 2024 – Apr 11 – 1031 Exchange Options Your Clients Are Truthfully Looking For
Read more -
Sale!
EPI OC 2024 – August 8 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
Read more -
Sale!
EPI OC 2024 – Jan 11 – The Business Conundrum: Advanced Planning for 2024/25
Read more -
Sale!
EPI OC 2024 – June 13 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
Read more -
Sale!
EPI OC 2024 – May 9 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
Read more