Speed Dating Part 2: Always Know Who to Call!


Speed Dating Part 2: Always Know Who to Call!

Great collaborative advisors realize they can’t do it all, but they always know who to call!  Our last “speed dating” meeting was such a success, we promised to do it once a semester! Join your fellow members for this fast-paced method to learn more about each other, while practicing your conversations with business owners. Get to know each other on a new level.


Learning Objectives:

  • Learn from and get to know fellow EPI members and the expertise they bring to the table.
  • Access collaborative resources to help your business owner clients
  • Build relationships and share your own best practices


About the Presenters:

This session will be led by EPI OC Board Members.

Thank you to our Sponsors!


This meeting will be held at Maggiano’s South Coast.

Address: 3333 Bristol St, Costa Mesa, CA 92626


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.EPIOrangeCounty.org.