Case Study: 3 Partners, 3 Designs


Case Study: 3 Partners, 3 Designs

Join the collaborative exit planning team of this actual very recent case where 3 major shareholders of a $200million+ business first put in an ESOP of 35% of the company and then went on to consider the balance of their planning.  The advisory team will share the triggering event, case facts, collaborative challenges/successes, and each partner’s business succession plan.   Compare and contrast both design plans based on their very different life goals, family/spouse, and belief in future company profits.


Learning Objectives:

  • Business Succession discovery – from two partner perspectives
  • Estate and tax planning strategies – for each partner’s family current and future lifestyle needs/goals
  • Exit planning advisory team roles, hiccups, and collaborative process


About the Presenters:

Learn from industry experts Joe Strazzeri, Esq., Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors, George Castrillon, CFP, CEPA, CPFA, and Additional Advisory Team Members.

Meet the Presenters


This event is free to attend!

Thank you to our Sponsors:



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

Joe Strazzeri, Esq.

Joe Strazzeri, Esq.

Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors

View Bio

George Castrillon