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Ships within 48 hours · Estimated delivery Sep 17 - Sep 22
and change the standard business owner mindset to trigger owner action
Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now
We will also be reviewing an exit planning case study if time permits
Developed by Chris Snider
EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy and change the standard businessAfter 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
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