EPI Palm Beach Chapter Event | March 28, 2024 Annual Membership 2024 But will your transition occur

But will your transition occur on your terms and timeline

But when does it actually make sense to sell it to an ESOP

and what exercises you can perform with your clients in order to facilitate a successful exit

Tailored Content: Our EPI Academy Courses are specifically curated to address the unique challenges and priorities that business owners face

The Exit Planning Institute (EPI) is thrilled to announce the Central Florida chapter's first event of 2024

EPI Palm Beach Chapter Event | March 28, 2024 Annual Membership 2024 But will your transition occurThere are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process. There are also many ways to engage owners in the conversation. In this case study workshop, we will focus on scenarios involving succession planning and execution. Our presenter will introduce a fictional company and select resources available to all of us through our EPI membership. We will discuss common