EPI Palm Beach Chapter Event | October 19, 2023 CEPA Programs 2026 (General) Panelists will talk about their

Panelists will talk about their approach and strategies

Our first event will be on October 26

Discussion on how fractional executives strengthen exit planning strategy and results

Tax Strategies To Consider After The Sale of a Business:  Uses of new-found liquidity for Gifting

Location: 400 S Moorland Rd

EPI Palm Beach Chapter Event | October 19, 2023 CEPA Programs 2026 (General) Panelists will talk about theirThere is a 100% chance an owner will exit their business. The question is whether or not the exit was planned, the individual was ready and the business was ready. Only 20% of businesses meet these criteria. Many of the remainder will fail to exit or at a minimum maximize the company value from the exit.