INLAND EMPIRE CHAPTER
The Inland Empire Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.
Chapter Purpose: The purpose of the EPI Inland Empire Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.
UPCOMING CHAPTER EVENTS
Post-Election Conversations for Engaging Advanced Planning Clients
Tax Strategies: What to Do Between the LOI and Close
The Psychology of an Exit: What motivates the business owner? How do we as advisors approach and assist them?
Due Diligence In A Business Transaction/Sale
Case Study: When Family Business Conflict Stalls Business Succession Planning
Owners Panel Discussion
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