Exit Planning Case Study: Life After Business

SOUTHEAST MICHIGAN VIRTUAL CHAPTER EVENT

Exit Planning Case Study: Life After Business


Is Rich prepared for his life after business? Join chapter experts as they dive into Rich Molnar’s wealth gap and lead a discussion on his personal goals and ambitions outside of his business. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.

A new element for 2022 will be the introduction of a Case Study that will be referenced throughout the entire year. There will be three dedicated Case Study meetings with a Peer Share/Best Practices meeting taking place the month prior. With that said the topics that will be covered in these Case Study meetings will be used to guide the conversations in the Peer Share/Best Practice meetings.

Learning Objectives:

  • Define the wealth gap equation and calculate Rich’s wealth gap
  • Determine key players on an exit planning team
  • Identify personal and financial readiness issues and questions to ask an owner

 

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 www.EPIDetroit.org.

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Southeast Michigan 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.EPIDetroit.org