Case Study – Owner’s Wealth Planning


Case Study - Owner's Wealth Planning

Review of a tailored case study to illustrate the importance of integrating the owner’s financial targets with the business strategy. In this session, you will work through a hands-on case study to advance your exit planning acumen. You will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. 


Learning Objectives

  • A detailed approach to retirement needs and business worth
  • A discussion of wealth planning mistakes and potential remedies
  • Wealth Gap – how is it determined


Meet the Presenters:

Learn from leading experts, Renee Milyiori and Isaiah Stidham.

Meet the Presenters

Thank you to our Sponsors!

This event will be held at Benesch Friedlander Coplan & Aronoff LLP.

Address: 41 S High Street, Suite 2600, Columbus, OH 43215


The EPI Central Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Renee Milyiori
Isaiah Stidham