Exit Planning Institute
EPI Washington Chapter Event | May 16, 2023
Regular price
$30.00
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Help your clients achieve the exit they want and leverage private capital markets to increase your assets under management. Presentation will discuss the process for working with IB and other professionals to determine best fit for your client. Explain what to listen for so you can decipher your clients’ true goals. We will discuss different exit options, who the buyers are for each option, and what your clients’ businesses must look like to achieve their desired outcomes.