2023 Market Outlook

WASHINGTON CHAPTER EVENT

2023 Market Outlook


It is time to look ahead to the future and understand what role the current market conditions and trends will play in your 2023 strategy. 

Join the Washington EPI Chapter for a panel discussion with 5 experts with expertise on different area that can affect business owners the most.  Learn how best to connect with owners and capture more business.  Moderated by one of our co-founders Ben Duenwald.  

 

Learning Objectives:

  • Legal & Tax Trends
  • Revenue Projections
  • Stock Market Impact
  • Business Consulting
  • Tax Impact

 

About the Presenters:

Learn from industry experts Tyler Jones, Partner, Helsell Fetterman, Michael Butler, CEO & Chairman, Cascadia Capital, Dan Suzuki, Deputy Chief Investment Officer, Richard Berstein Advisors, Lucas Kartic, President & Managing Partner, Turning Point Consulting, Kyle Talley, Tax Director, PWC, moderated by Ben Duenwald, Wealth Management Advisor, Merrill Lynch.

Meet the Presenters

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 EPIWashington.com.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Washington 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.EPIWashington.com

About the Presenters


 

Tyler Jones

Tyler Jones

Partner, Helsell Fetterman

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Michael Butler

Michael Butler

CEO & Chairman, Cascadia Capital

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Kyle Talley

Kyle Talley

Tax Director, PWC

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Lucas Kartic

Lucas Kartic

President & Managing Partner, Turning Point Consulting

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Dan Szuki

Dan Szuki

Deputy Chief Investment Officer, Richard Berstein Advisors

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Ben Duenwald

Ben Duenwald

Wealth Management Advisor,
Merrill Lynch

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