Exit Planning Institute

EPI Wisconsin November 3, 2022 Chapter Event

$75.00

Shipping calculated at checkout.

Location:

Venue: Westmoor Country Club
Location: 400 S Moorland Rd, Brookfield, WI 53005

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Our fourth annual Business Owners Forum provides owners with a look at the future - where the business has the potential to go and how business owners may maximize the value of their greatest personal asset – their business.

Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey, including selling the company to monetize the value of their companies.

Additionally, this Forum will feature an “Ask Me Anything” panel of advisors from the local EPI Chapter. A CPA and value growth advisor, financial and insurance advisor, transactional attorney, and investment banker will field audience questions to help an owner grow, protect, and successfully transition their business asset from paper wealth to money in the bank.

This event helps to connect the dots, showcasing three different paths to maximizing your greatest asset – your business.

This event is for business owners; however, advisors are welcome with a business owner guest.