Has Rich investigated all his exit options? Researching all exit options focuses on more than just sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Rich Molnar and the importance of building a business that is independent of himself. 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.
- Identify Rich’s exit options and investigate the best one for him
- Understand the importance of building a business that is independent of the owner
- Prepare and bring together the transition advisory team
- Determine next steps after vetting all exit options
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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 www.EPIDetroit.org.