EPI Wisconsin Chapter Event | April 18, 2024 Practice Management and networking opportunities the chapter

and networking opportunities the chapter has planned

Our first event will be on May 12th

CEO of the Exit Planning Institute

2023 Annual Membership: CEPA Credentialed

EPI Wisconsin Chapter Event | April 18, 2024 Practice Management and networking opportunities the chapterInitiating the exit planning conversation with an owner involves strategically outlining the three key stages of decision making. Additionally, it is crucial to address the method and selection of other advisors to assist in the overall process. Effectively guiding the owner through these steps while coordinating with relevant professionals ensures a comprehensive and well executed exit strategy. Learning Objectives: How to initiate the initial