How Do Clients Use Service Providers


How Do Clients Use Service Providers

This presentation with focus on what sellers learned in the course of selling their business. In looking back at the experience what would they have done differently? How did they utilize service providers, as well as how they would have used them differently.


Learning Objectives:

  • What potential sellers of a business might learn in connection with the sale of their own businesses.
  • How potential sellers might get ready for a sale.
  • What service providers might learn in connection with their representation of potential sellers.


About the Presenters:

Learn from industry expert, Joel J. Berman, Partner at Elkins Kalt Weintraub Reuben Gartside LLP., as moderator, and Vince Calcagno, Executive Managing Director at Agile Fund Solutions, LLC, and Michael Richman, Entrepreneur, Mentor, and Business Leader.

Meet the Presenters


Thank you to our Sponsors!


About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit



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

About the Presenters

Joel Berman

Joel Berman

Partner, Elkins Kalt Weintraub Reuben Gartside LLP

Meet Joel

Vince Calcagno

Vince Calcagno

Executive Managing Director, Agile Fund Solutions, LLC

Meet Vince

Michael Richman

Michael Richman

Entrepreneur, Mentor, and Business Leader

Meet Michael