EPI Palm Beach Chapter Event | March 28, 2024

There are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process.   There are also many ways to engage owners in the conversation. In this case study workshop, we will focus on scenarios involving succession planning and execution. Our presenter will introduce a fictional company and select resources available to all of us through our EPI membership.  We will discuss common scenarios with the intent on helping attendees deepen their understanding on how to help an owner, family and employee stakeholders navigate common minefields relating to financial readiness, emotional readiness and business readiness while optimizing exit value and the ongoing legacy of the business.  We want attendees to get new ideas for services that they can deliver using our EPI models and toolsets.  Attendees will develop a better understanding of the capabilities of other professionals in our chapter with the intent of growing their practice by partnering with other professionals in our chapter and community.