EPI Orlando Chapter Event | February 13, 2024

Topical discussion on trends in exit planning. Presentation by advisors in the work to business owners and professional advisors on how to increase value and lead to a successful transition for all involved. Explore the nuanced strategies employed by seasoned advisors as they delve into the dynamic landscape of exit planning trends. Gain valuable insights into the intricate process of enhancing business value and orchestrating a seamless transition, ensuring a mutually beneficial outcome for both business owners and their trusted professional advisors.

Learning Objectives:

• Understanding the fundamentals of exit planning, including valuation succession planning, estate planning, and taxes.
• Network with professionals to foster collaborations and build a supportive community for successful business exits.
• Explore various exit planning strategies such as selling a business or transferring ownership and their advantages and challenges.
• Gain insights into market trends and emerging opportunities in exit