EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 Empowering Conversations with Business Owners

Empowering Conversations with Business Owners Course

and how to achieve lasting success in today's fast-paced and ever-changing business landscape

airing in May and June 2025

We welcome you to our first social event where we will network and get to know fellow business owners and exit planning professionals as we let out some steam with a fun event of axe throwing to kick off the new year

they will share insights on target company characteristics

EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 Empowering Conversations with Business OwnersThe Fishing for Value case study revolves around Chuck Barrows, the owner of Barrows Ltd., a family owned business specializing in pressure, temperature, and level gauges. Chuck is approaching retirement and wants to secure the financial future of his family while ensuring the business's legacy. However, Chuck lacks a comprehensive plan for the business's transition. To address this, a collaborative panel of experts is formed, including business