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Understand unique planning characteristics of a "sole owner" scenario
Our Exit Planning Summit is where top CEPAs come to build deep relationships
this course unravels the complexities of Employee Stock Ownership Plans (ESOPs)
Acquire in-depth knowledge to guide clients through ESOP implementation and leverage this powerful tool for seamless transitions
EPI Chicago Chapter Event | January 24, 2024 Season of Deals 2024 Understand unique planning characteristics ofJoin us on Wednesday January 24, 2024 for our first EPIC meeting of the year! Well be joined by Scott Mashuda of REAG, who you may know from your CEPA training. Scott will share his thoughts on the larger M&A market, and the differences he sees in mid market lower mid market space. He will also share opportunities and tips for navigating the current market conditions. Please expect to engage with Scott and the other advisors in the room on ways to
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