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Empowering Conversations with Business Owners: Communication is the key to unlocking fruitful relationships with business owners
September 30
and other employee ownership structures at this meeting
advisors are welcome with a business owner guest
Implementing Exit Planning Into Your M&A Practice 2026 Summit Empowering Conversations with Business Owners:This EPI Academy course was designed to provide you with powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on the lives of your clients. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 CPE: 1. 5 CFP: 1. 5
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