Year-End Planning Peer Share


Year-End Planning Peer Share

The topic for this event is year-end planning, but the format of the meeting will be different than most…there is not an assigned speaker(s)…there isn’t a panel…this is an open discussion where everyone in attendance is the speaker! Each meeting is typically filled with individuals that come from over 10 different specialties that all work with business owners in some capacity. We want to take advantage of this collective group and hear from each perspective on what things everyone should be thinking about as it relates to year-end planning.


Learning Objectives:

  • Learn about what topics are pressing as it relates to year-end planning for business owners from numerous specialties
  • Encourage a collaborative team in addressing client situations
  • Everyone leaves learning something new and meeting someone they will connect with outside of the Chapter


You will be the presenter!

Everyone in the audience will be encouraged to share their year-end plan. 


Thank you to our sponsors:

This meeting will be held at Doeren Mayhew.

Address: 305 West Big Beaver Rd., Suite 200 Troy, MI 48084


The EPI Southeast Michigan 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

Open Discussion

Everyone in attendance is the speaker for this event…we want everyone to contribute in this discussion of year-end planning and what they are focusing on for their business owner clients and what everyone else in attendance should consider addressing for their clients.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour


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