EPI Chicago Chapter Event | April 26, 2023 2022 Chapter Events Based in Cleveland

Based in Cleveland

The Business Owner Forum will equip both advisors and owners with the insights and strategies necessary for navigating the intricate world of exit planning

Through this case study

The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations

org to reserve your guests' spot

EPI Chicago Chapter Event | April 26, 2023 2022 Chapter Events Based in ClevelandHow do you approach an owner to provide them their exit options? Most owners are unfamiliar with the language and process behind exit planning. When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively communicate is crucial. In this session, you will work through a hands on case study to develop your conversation skills. Through this case study, you will collaborate with an