Fireside Chat with a Successful
Family Business Owner


Fireside Chat with a Successful Family Business Owner

This topic is geared to allow Wayne Lee to talk about his Entrepreneurial Journey and give insights on how service providers can best work with their clients to help them both improve their businesses and prepare for a transition of the business.


Learning Objectives:

  • How service providers can best help Business Owners and CEOs.
  • Unique insights into common issues CEOs face in building their companies.


About the Presenter:

Learn from industry expert, Wayne Lee. Moderated by Brian Rabinovitz.

Meet the Presenter

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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 Presenter

Wayne Lee
Brian Rabinovitz

Brian Rabinovitz