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We will also be reviewing an exit planning case study if time permits
and change the standard business owner mindset to trigger owner action
7 Professional Panels with lunch
Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course
EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy We will also be reviewingAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the
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