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October 25
the region is in bloom
Identify the parties
sharing best practices
Understand unique planning characteristics of a "sole owner" scenario
EPI Greater New York Chapter Event | January 23, 2024 Walking to Destiny 2.0 October 25Joe will share this recent collaborative exit planning case where 2 partners sold their business for $130million. Dig into the details of the triggering event, case facts, collaborative challenges successes, and each partners business succession plan. Compare and contrast both design plans based on their very different life goals, family spouse, and belief in future company profits.
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