EPI Palm Beach Chapter Event | March 28, 2024 Annual Membership 2024 Transferring founder values to next

Transferring founder values to next generation

Value Acceleration Revealed: How Value Growth Advisors do the Work and What Business Owners

Any valuable tax tips

But will your transition occur on your terms and timeline

Tailored Content: Our EPI Academy Courses are specifically curated to address the unique challenges and priorities that business owners face

EPI Palm Beach Chapter Event | March 28, 2024 Annual Membership 2024 Transferring founder values to nextThere are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process. There are also many ways to engage owners in the conversation. In this case study workshop, we will focus on scenarios involving succession planning and execution. Our presenter will introduce a fictional company and select resources available to all of us through our EPI membership. We will discuss common