EPI Conejo Valley Chapter Event | October 18, 2023 Understanding Exit Planning How to spot a marketing

How to spot a marketing strategy that could actually sabotage your client's exit

Join us at the MN Society of CPAs on August 10 How to De-Risking a Business (7:45 am – 9:30 am)

When is the right time to exit

advisors including business brokers)

training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation

EPI Conejo Valley Chapter Event | October 18, 2023 Understanding Exit Planning How to spot a marketingHow legal planning relates to Exit Planning Updates in the Law (Corporate Transparency Act) Family Owned Businesses Documentation Issues Operational Control Buy Sell Agreements Navigating Family Dynamics Complex M&A Issues Bridging the Valuation Divide Earnout Safeguards Rollover Equity (Pros and Cons) Hidden Traps