Tactical Planning
Showing 73–84 of 169 results
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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 SD 2026 – April 8 – Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes
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EPI SD 2026 – May 13 – The Real Meaning Behind a Valuation – Advice Through Knowledge
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EPI SD 2026 – September 9 – Surviving to Thriving: Which AI Tools Are Essential for Your Practice
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EPI SD July 15 – Small Business Loans – Where are we now? What did we learn? What’s next?
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EPI SoCal Chapters’ Virtual Business Owners’ Series – November 17th
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EPI SoCal Chapters’ Virtual Business Owners’ Series – October 27th
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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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