Peer Sharing: Case Study – The Triggering Event Engagement


Peer Sharing: Case Study - The Triggering Event Engagement

Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s  personal goals, wealth gap, readiness, and more. 

In this session, you will work through a hands-on case study to advance your exit planning acumen. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice 


Learning Objectives:

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


About the Presenters:

This meeting will be an open conversation and facilitated by the chapter.

This meeting will be held virtually through Zoom.


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