EPI Twin Cities Metro Area Chapter Event | March 13, 2024 Chapter Sponsorship 2024 | Where: Marco Island

2024 | Where: Marco Island

The focus of the discussion will be to outline the importance of the value acceleration process and how a professional team can assist in the successful preparation and transition of a business

Location 3: Virtually via Zoom

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