EPI Wisconsin Chapter Event | April 18, 2024
Exit Planning Institute

EPI Wisconsin Chapter Event | April 18, 2024

Regular price $25.00 $0.00 Unit price per
Shipping calculated at checkout.

Initiating the exit planning conversation with an owner involves strategically outlining the three key stages of decision-making. Additionally, it is crucial to address the method and selection of other advisors to assist in the overall process. Effectively guiding the owner through these steps while coordinating with relevant professionals ensures a comprehensive and well-executed exit strategy.

Learning Objectives:

  • How to initiate the initial discussion and where to begin
  • How to get the owner to open up about their real goal
  • Tools to use for the process