EPI Greater Philadelphia Chapter Event | March 21, 2024

After meeting initially with Tom and Mary and their advisory team, how would you suggest continuing in the 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 importance of a triggering event? 
• Discuss client owner engagement activities. 
• Learn the difference of business valuation and Triggering Event.