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10 Ways Out of Highly Appreciated Property and Getting off the 1031 Train
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Adding Exit Planning to Your Practice – Choose, Develop, Implement, and Maintain
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Buy/Sell Agreement Disasters
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Conversations with Clients – Getting to the Heart of It
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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 – 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 – July 13- Maximize the Value of Human Capital
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EPI OC 2025 – November 13 – Helping Business Owners Choose Their Transition Path
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EPI OC 2026 – January 8 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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