EPI Central Ohio Chapter Event | January 24, 2023 CEPA 2023 (General) April 26: Conversations with Business

April 26: Conversations with Business Owners - Insights from a Client's Exit Planning Discovery Process

This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program

Simplify the Importance of Teams and Collaboration and the Exit Options Analysis

the aftermath of a cybercrime on a small business

How covid effected the planning process

EPI Central Ohio Chapter Event | January 24, 2023 CEPA 2023 (General) April 26: Conversations with BusinessThe M&A market has recently changed due to the pandemic, inflation, and rising interest rates. In this session, we will discuss the emerging themes in the M&A market and the outlook for 2023 and beyond. We will also review the EPI Central Ohio Chapters 2023 agenda.