EPI Austin Chapter Event | April 17, 2024 2023 Summit How will you approach this

How will you approach this initial meeting with the CPA and express your expertise and interest to work with the owner on their advisory team

11 in-person monthly meetings at The Westlake Village Inn

Branding will be placed as the surrounding signage

The focus of the discussion will be to outline the importance of the value acceleration process and how a professional team can assist in the successful preparation and transition of a business

your booth will be strategically placed in a premium location within the exhibit hall

EPI Austin Chapter Event | April 17, 2024 2023 Summit How will you approach thisKeith will describe the process he went through both his expectations and reality. He will share the steps he went through to prepare his company for sale. The benefits and drawbacks of a limited auction process will also be discussed. Finally, Keith will share what he wishes he had known prior to starting the process to selling.