EPI Conejo Valley Chapter Event | February 21, 2024 2023 Summit WIS Chapter Owners Forum Full

WIS Chapter Owners Forum Full Page Ad Sponsor

F-CFO’s are underutilized assets in regard to both assisting with normalized matters

1 CEPA Think Tank Discussion Session

we will continue our deep dive into the methodology

Our fourth annual Business Owners Forum provides owners with a look at the future - where the business has the potential to go and how business owners may maximize the value of their greatest personal asset – their business

EPI Conejo Valley Chapter Event | February 21, 2024 2023 Summit WIS Chapter Owners Forum FullIs it possible to have a successful family business without sacrificing family harmony? Why do many family businesses fail to make a successful transition from generation to generation, and what principles have helped family businesses beat the odds and find success in succession? This program will present a comprehensive Six Step Transition model for family business planning. This model has helped hundreds of family businesses balance the often