2022 Business Owner Forum

WEST MICHIGAN CHAPTER EVENT

2022 Business Owner Forum


The Business Owner Forum provides both advisors and owners with a look at the future of exit planning. Discover why proper exit planning is important for not only your future success, but the success of your business as well.

This event helps to connect the dots, showcase your firm as the go-to in the market, and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses.

Attendees will hear expert sessions from two keynote speakers and a panel from the local EPI Chapter.

Learning Objectives:

  • Discuss the future of exit planning from the advisor and owner perspective
  • Understand the importance of incorporating experiences, people, and innovation into your practice
  • Highlight how your firm can flourish with the addition of a collaborative exit planning team

About the Presenters:

Hear from industry experts Dr. Tom Deans PhD, Intergenerational Wealth Expert & Best-Selling Author, Every Family’s Business and Willing Wisdom, Scott Snider, President of the Exit Planning Institute, and a panel from the EPI West Michigan Chapter including Vincent Mastrovito, Prometis Partner, Inc., Scott Cousino, Legacy Capital Planners, LLC, Mark Andresky, Performance Business Advisors, LLC, and Jacqueline Kaltz-Coulombe, PPLC.

Meet the Presenters

 

Thank you to our Sponsors!

This meeting will be held at Calvin University, Prince Conference Center, Great Hall.

Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West 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.EPIGrandRapids.org

About the Presenters


Dr. Tom Deans

Dr. Tom Deans

Intergenerational Wealth Expert & Best-Selling Author, Every Family's Business and Willing Wisdom

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Scott Snider

Scott Snider

President of Exit Planning Institute

Read Bio