EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy 7 Professional Panels with lunch

7 Professional Panels with lunch

and how does it work (both on the transaction

Developed by Chris Snider

Empowering Conversations with Business Owners: Communication is the key to unlocking fruitful relationships with business owners

We will also be reviewing an exit planning case study if time permits

EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy 7 Professional Panels with lunchAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the