EPI Wisconsin Chapter Event | March 21, 2024

The most effective exit plans incorporate what Exit Planning Institute refers to as the Three Legs of the Stool. These Three Legs are your business, personal, and financial goals. By having owners including them into their exit plan and day-to-day business strategy, you help put the owner on a track to have not only a successful exit, but a significant one.

Learning Objectives:

• Understand the importance of Owner Readiness and the impact of the Three Legs of the Stool on exit planning.
• Understanding the importance of Financial Goals and the Wealth Gap in helping owners plan for a successful exit.