Go Baby Go!: Triggering Small Business Owners to Take Action


Go Baby Go!: Triggering Small Business Owners to Take Action

Owners often are so focused and busy working “in” their businesses that they often don’t feel like they can work “on” it. In this discussion, panelists will share their experiences and best practices in the area of triggering small business owners to take action in the exit planning process.

*First time attending a chapter event? Or a chapter sponsor? Click here to register.

Learning Objectives:

  • Dive into the concept of a “triggering point” and learn how it can catalyze the exit planning process
  • Hear of different ways to initiate the triggering discussion
  • See how the triggering point fits into the Discovery Gate


About the Presenters:

Speakers for this meeting are currently being determined.


Thank you to our sponsors:

This meeting will be held at Central Bank – Flash Cube Building

Address: 9300 Shelbyville Road, Louisville, KY 40222


The EPI 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 www.EPIKentuckiana.com.

About the Speakers

Speakers from this meeting are still being determined

Continuing Education

One (1) CPE hour

One (1) CFP® credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.