Research shows a bumpy road ahead for retiring business owners unless they plan for this.
Executive Strategist Michael Beck shares new research-based insights that need to be shared with clients in order to help them transition smoothly and successfully.
About the EPI Summit Expert Insight Series:
Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit. A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.
This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast. For questions about this specialty topic, the presenting firm, or the Exit Planning Summit, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.