EPI Conejo Valley Chapter Event | October 18, 2023
Exit Planning Institute

EPI Conejo Valley Chapter Event | October 18, 2023

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  1. How legal planning relates to Exit Planning
  2. Updates in the Law (Corporate Transparency Act)
  3. Family Owned Businesses
  4. Documentation Issues 
  5. Operational Control  
  6. Buy-Sell Agreements 
  7. Navigating Family Dynamics 
  8. Complex M&A Issues
  9. Bridging the Valuation Divide 
  10. Earnout Safeguards 
  11. Rollover Equity (Pros and Cons) 
  12. Hidden Traps