EPI Conejo Valley Chapter Event | October 18, 2023 Understanding Exit Planning advisors including business brokers)

advisors including business brokers)

Complimentary attendance at the event for 2 individuals from the company

knowing their finances)

training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation

5-minutes allotted for sponsor to introduce its services to event attendees

EPI Conejo Valley Chapter Event | October 18, 2023 Understanding Exit Planning advisors including business brokers)How legal planning relates to Exit Planning Updates in the Law (Corporate Transparency Act) Family Owned Businesses Documentation Issues Operational Control Buy Sell Agreements Navigating Family Dynamics Complex M&A Issues Bridging the Valuation Divide Earnout Safeguards Rollover Equity (Pros and Cons) Hidden Traps