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EPI OC 2025 – June 12 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS WITH THE CHAPTER LEADERSHIP TEAM AND THEIR CLIENTS
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EPI OC 2025 – May 15 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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EPI OC 2025 – November 13 – Helping Business Owners Choose Their Transition Path
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EPI OC 2025 – September 11 – Counseling to Commitment in 3 Parts
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EPI OC 2026 – January 8 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI OC April 9 – Business Owner Disability
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EPI SD – Feb 17 – Math of an ESOP – A Tool to Determine Feasibility
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EPI SD – Jan 20 – 2020 Business Succession Planning Case Study
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EPI SD – Mar 17 – Tools to Add Exit Planning to Your Practice
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EPI SD – Nov 18 – Buy/Sell Agreement Disasters
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EPI SD – Oct 22 – Hope is a Great Conversation
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EPI SD – Sep 16 – Third Party Sales and The M&A Process
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