{"product_id":"epi-palm-beach-chapter-event-march-28-2024","title":"EPI Palm Beach Chapter Event | March 28, 2024","description":"\u003cp\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003eThere are many types of advisors (from multiple disciplines) that help business owners with \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003edifferent parts\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e of the business succession process\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e.  \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e 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\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e.  \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003eWe 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 \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003eoptimizing\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e exit value and the ongoing legacy of the business\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e.  \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003eWe want attendees to get \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003enew ideas\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e for services that they can deliver using our EPI models and toolsets\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e. \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003eAttendees will\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e develop a better understanding of the capabilities of other professionals in our chapter with the intent of \u003c\/span\u003e\u003cspan class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW110229348 BCX0\"\u003egrowing\u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003e \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003etheir \u003c\/span\u003e\u003cspan class=\"NormalTextRun SCXW110229348 BCX0\"\u003epractice by partnering with other professionals in our chapter and community.\u003c\/span\u003e\u003c\/p\u003e","brand":"Exit Planning Institute","offers":[{"title":"Default Title","offer_id":40220088008739,"sku":null,"price":50.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0287\/8482\/0259\/files\/PalmBeach-2Lines_1.png?v=1704422906","url":"https:\/\/exit-planning-institute.myshopify.com\/products\/epi-palm-beach-chapter-event-march-28-2024","provider":"Exit Planning Institute","version":"1.0","type":"link"}