Shelley Lightfoot
Showing 25–36 of 105 results
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EPI OC 2022 – June 9 – Business Exit Transaction Strategy: Planning, Options and Execution
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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 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI OC 2023 – Oct 12 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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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 SD – Mar 17 – Tools to Add Exit Planning to Your Practice
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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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EPI SD 2021 – August – Getting Clients “Unstuck” and Ready to Move Forward with You
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EPI SD 2021 – June – How To Partner With An Investment Banker When You Both Do Exit Planning
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EPI SD 2021 – May – Poised for Exit – A Woman Entrepreneurs Guide to Business Transition
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EPI SD 2023 – Aug 16 – Speed Dating Part 3: Always Know Who to Call!
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