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Understand unique planning characteristics of a "sole owner" scenario
you will be eligible for up to the following amounts of CE hours: EPI: 8 | CPE: 6
October 25
and actionable insights that seamlessly enhance your sales interactions
EPI Greater New York Chapter Event | January 23, 2024 Walking to Destiny 2.0 Understand unique planning characteristics ofJoe will share this recent collaborative exit planning case where 2 partners sold their business for $130million. Dig into the details of the triggering event, case facts, collaborative challenges successes, and each partners business succession plan. Compare and contrast both design plans based on their very different life goals, family spouse, and belief in future company profits.
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