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EPI SD 2025 – July 9 – Investigating Exit Options from Various M&A Expert Perspectives
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EPI SD 2025 – June 18 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS WITH THE CHAPTER LEADERSHIP TEAM AND THEIR CLIENTS
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EPI SD 2025 – May 21 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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EPI SD 2025 – November 12 – Helping Business Owners Choose Their Transition Path
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EPI SD 2025 – September 10 – Counseling to Commitment in 3 Parts
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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 – February 11 – AI Proof Your Practice with Advanced Counseling and Planning Tools
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EPI SD 2026 – January 14 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI SD 2026 – July 8 – Outcome-Focused Planning
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EPI SD 2026 – May 13 – The Real Meaning Behind a Valuation – Advice Through Knowledge
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EPI SD Apr 15 – The Intersection of Exit/Succession and Special Needs Planning for the Newly Disabled Business Owner of Special Needs Family Member
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EPI SD July 15 – Small Business Loans – Where are we now? What did we learn? What’s next?
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