EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy Unlock the secrets to generating

Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course

Empowering Conversations with Business Owners: Communication is the key to unlocking fruitful relationships with business owners

Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now

and change the standard business owner mindset to trigger owner action

Joe will share this recent collaborative exit planning case where 2 partners sold their business for $130million

EPI Twin Cities Metro Area Chapter Event | May 8, 2024 EPI Academy Unlock the secrets to generatingAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the