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Behind the Conversation: Tap Into Your Quiet Confidence and Unlock Engagement Potential - Joe Strazzeri: Attract
you will hear from a Certified Financial Planner and Business consultant
what makes your clients attractive to private equity firms
This program will feature five professionals discussing the business owners importance of family dynamic psychology
and elevate your advisory services with a comprehensive array of expertise
EPI Greater Philadelphia Chapter Event | May 9, 2024 EPI Programs (General) Behind the Conversation: Tap IntoBusiness owners spend years, and in many cases decades, building their companies. These businesses are often not only their largest asset but a major component of their identity. Legacy, for ones family, ones employees, and ones community, is a major factor for many business owners. The decision to monetize a business can feel like the end, the tax bills can be eye popping, and the ongoing stewardship of the company is less certain as new ownership
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