EPI Wisconsin Chapter Event | November 30, 2023 CEPA 2020 You can no longer view

You can no longer view your relationships with your clients and prospects as transactional

The Exit Planning Institute (EPI) has a co-branded version of the Empowering Business Owner Conversations keynote presentation to be conducted with John Hancock Investment Management team members

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Branding on the Summit website

My presentation will cover how we planned for this

EPI Wisconsin Chapter Event | November 30, 2023 CEPA 2020 You can no longer viewResearching all exit options focuses on more than just the sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for business owners and the importance of building a business that is operated independent of the owner. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.