EPI Invoice: OEDIT (State of Colorado) 2025 Chapter Memberships and Sponsorships Education and networking with advisors

Education and networking with advisors and members of EPI

Self-Paced)

EPI Greater Philadelphia has assembled a panel of entrepreneurs who’ve successfully executed ESOP transactions for their companies

Discover how to align financial advisory services with value enhancement strategies

Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value

EPI Invoice: OEDIT (State of Colorado) 2025 Chapter Memberships and Sponsorships Education and networking with advisorsInvoice Breakdown: First Invoice February 2022: $18,000 Survey development and online launch Second Invoice March 2022: $2,500 Data Work and Report Development Third Invoice May 2022: $2500 Final Report and Event Production