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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 – January 8 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI OC 2026 – July 9 – Outcome-Focused Planning
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EPI OC 2026 – May 14 – The Real Meaning Behind a Valuation – Advice Through Knowledge
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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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EPI SD 2021 – April 21 – Learn What’s Behind “pulling the Trigger” and Engage Your Succession Planning Clients 80% of the time
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