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UPCOMING EVENTS
What is the Landscape for Transactions? M&A & Private Equity Update

Hybrid
What is the Landscape for Transactions? M&A & Private Equity Update
September 24, 2025
Get the Most for your Client's Business
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In Person
Get the Most for your Client's Business
September 24, 2025
Deep Dive into VAM Panel

In Person
Deep Dive into VAM Panel
September 24, 2025
EPI Nashville September Social Event

In Person
EPI Nashville September Social Event
September 25, 2025
Decoding Business Value: A discussion on valuation and earnings quality

In Person
Decoding Business Value: A discussion on valuation and earnings quality
September 25, 2025
EPI Wisconsin Chapter Social - Madison

In Person
EPI Wisconsin Chapter Social - Madison
September 25, 2025
This ESOP Ain't No Fable

In Person
This ESOP Ain't No Fable
September 25, 2025
Dusting Off the Old CRTs: They Are BACK in 2025

In Person
Dusting Off the Old CRTs: They Are BACK in 2025
September 25, 2025
Powering the Value Acceleration Methodology with Capitaliz: Discover, Prepare, Decide (& Beyond)

Think Tanks
Powering the Value Acceleration Methodology with Capitaliz: Discover, Prepare, Decide (& Beyond)
September 29, 2025
What Good is an Empire if You Can’t Take a Vacation?
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Webinar
What Good is an Empire if You Can’t Take a Vacation?
September 30, 2025
A Profile in Exiting with CEO Frank Kneller

In Person
A Profile in Exiting with CEO Frank Kneller
October 1, 2025
The M&A Process, setting expectations, and typical party frustrations

In Person
The M&A Process, setting expectations, and typical party frustrations
October 1, 2025
Surviving the AI Wave: PPLI Exit Planning. How to do it safely

Webinar
Surviving the AI Wave: PPLI Exit Planning. How to do it safely
October 2, 2025
Put a Pin in It - Meeting Your Clients Where They Are with Sean Hutchinson

Virtual
Put a Pin in It - Meeting Your Clients Where They Are with Sean Hutchinson
October 6, 2025
Back to the Future: Economic & Tax Transformation

In Person
Back to the Future: Economic & Tax Transformation
October 7, 2025
Sell Side Accounting and Due Diligence

Hybrid
Sell Side Accounting and Due Diligence
October 7, 2025
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
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Webinar
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
October 7, 2025
Conversations Applied - Case Study

In Person
Conversations Applied - Case Study
October 8, 2025
Speed Dating: Always Know Who to Call!

In Person
Speed Dating: Always Know Who to Call!
October 8, 2025
Speed Dating: Always Know Who to Call!

In Person
Speed Dating: Always Know Who to Call!
October 9, 2025