Gain perspective from the Entrepreneurs themselves regarding their business succession planning. EPI OC Chapter board members will have a frank conversation with their clients in various stages of transition, including how they chose their advisory team, how they decided between internal versus external options, what they did to prepare, and what they wish they would have known then that they know now.
Learning Objectives:
Gain powerful insights from exited owners themselves regarding:
- How they choose their advisors
- Why they completed internal versus external transitions
- How much preparation they did for their transition
- What they wish they would have known
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