EPI Orlando Chapter Event | March 12, 2024

$35.00

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Round Table Case Study Discussion involves participants working collaboratively in small groups to scrutinize a real-world case study featuring a business owner navigating through a transition phase while strategically planning for growth or exit. Within these small groups, participants engage in in-depth discussions, leveraging their collective expertise to analyze the challenges, opportunities, and strategic decisions made by the business owner in the case study. This interactive format not only encourages dynamic conversations but also provides a platform for participants to share diverse perspectives and insights. Through this immersive experience, individuals can gain practical knowledge and a deeper understanding of the complexities involved in business transitions and growth planning.

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