Great collaborative advisors realize they can’t do it all, but they always know who to call! In addition to the typical core exit planning functions (financial, legal, value, tax, broker, etc.), prepping the business usually involves helping owner(s) connect with additional specialized resources such as leadership coaching, benefits plans, staffing, strategic planning, counseling, and more to help the business excel.
Part 3 of this series is all about understanding the vast resources available to you through your fellow EPI members and sharing your own best practices in those areas. You won’t want to miss this super-fast-paced, highly informational, and useful speed dating style session. Get to know each other on a new level.
- Learn from and get to know fellow EPI members with expertise in the non-core team exit preparation functions
- Access collaborative resources to help your business owner clients
- Build relationships and share your own best practices
Thank you to our Sponsors:
This meeting will be held at the Southern California Institute.
Location: 6256 Greenwich Drive, Suite 250, San Diego, CA 92122.