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EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 Empowering Conversations with Business Owners
Description
Empowering Conversations with Business Owners Course
they will share insights on target company characteristics
with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth
What is it like running an ESOP-owned company
The panelists will discuss how focusing on human capital has allowed them to create a culture of employee engagement
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
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