Tactical Planning
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Sale!

EPI SoCal Chapters’ Virtual Business Owners’ Series – September 1st BofA Sponsored
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Sale!

EPI Webinar – Standalone Practice Launch
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Evolving the Business for Attorneys- You and/or Your Clients’
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Facilitating Valuations and Assessments
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Family Businesses: Options for Growth, Succession, and Exit
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Family Businesses: Where Are you Going and How Will You Get There?
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Fearless Transitions: Equipping Entrepreneurs to Slay their Inner Dragons and Embrace Change
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From “The Five Transition Goals:” Align Owner, Team, and Family vs Solidifying Choices for Your Business Transition
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From Idea to Exit: A CEO’s Playbook for Building and Selling a Business
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Getting to the Heart of Highly Relevant Matters
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Helping Affluent Families Avoid or Resolve Conflicts
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Helping Business Owners Choose Their Transition Path
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