EPI Rocky Mountain Chapter Event | May 9, 2023 EPI Programs (General) A strong discovery process sets

A strong discovery process sets the stage for business owners to move past their initial fears and limitations to progress around transitioning

Presentation will discuss the process for working with IB and other professionals to determine best fit for your client

and in some cases

Join us at the Hellmuth & Johnson on May 11 for 50% of Business Exits are INVOLUNTARY

Ready for Next partners

EPI Rocky Mountain Chapter Event | May 9, 2023 EPI Programs (General) A strong discovery process setsWhether triggered by opportunity or friction, family businesses often seek external facilitation to maintain or improve the health of family communication. In Traditional Governance, that facilitation often starts with the development of tools for rules that inadvertently cause the anticipation of conflict down the road. Alternatively, when families develop a tradition of Pre Governance, they develop tools that create alignment and build resilience