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Ships within 48 hours · Estimated delivery Aug 8 - Aug 13
2024 | Where: Marco Island
Virtually and In-Person at: La Cima | 5215 N O'Connor Rd Suite 2600
Scott will share his thoughts on the larger M&A market
we’re going to hear from some business owners about their path to sale and how tax considerations and strategies played a part in maximizing the amount of money they were able to keep
Understand unique planning characteristics of a "sole owner" scenario
EPI Twin Cities Metro Area Chapter Event | March 13, 2024 Chapter Sponsorship 2024 | Where: Marco IslandAs a business owner or advisor to a business owner, you strategize the company's value creation, growth plans, even its eventual transition. But what happens if a "triggering event" forces ownership transition prematurely, i. e., disability, death, divorce, disagreement. What are the vital issues that need to be addressed including stock transfer, loss of financial resources talent, loss of key employees and customers, operational management, among
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