Jeff Kim
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A Checklist for Advisors: Maintaining the Quarterback Role Before, During, and After Death
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EPI OC 2026 – April 9 – Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes
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EPI OC 2026 – July 9 – Outcome-Focused Planning
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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 – July 8 – Outcome-Focused Planning
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EPI SF 2026 – July 6 – Outcome-Focused Planning
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EPI SF 2026 – May 4 – Designing a Smarter Exit: leveraging Real Estate to Enhance Business Sale Outcomes
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Part 2: A Checklist for Advisors – Maintaining the Quarterback Role Before, During, and After Death
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What to do with Real Estate When Selling a Business
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