Participants will be divided into six groups. One participant from each group will be designated in advance as an owner and they will be given their stories. Each owner will be introduced by a “trusted advisor” who will share what they have learned to date from the owner. The entire group will set to work learning more from the owner and provide advice and recommendations.nbsp;
- Learn to glean information from owners
- Gain insight into the type of information and advice other advisors provide
- Utilize the EPI model to structure value acceleration and exit strategy
About the Presenter:
Learn from industry expert Oksana M Komarnyckyj on the different perspectives of growing versus exiting a business.
About EPI Local Chapters
EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend. Join the next local chapter meeting or event in your area.
This meeting will be held at ASU SkySong Building 3, Synergy Room.
Address: 1475 N Scottsdale Rd, Scottsdale, AZ 85257