EPI Utah Chapter Event | August 18, 2022 Thinkific coupled with problems in people
Description
coupled with problems in people
Who is on the Exit Planning Team
loss of financial resources/talent
who are members of the team (and roles) needed to complete a successful sale to an ESOP transition
It isn’t enough to hold a designation
EPI Utah Chapter Event | August 18, 2022 Thinkific coupled with problems in peopleWe will discuss and learn the fundamentals of exit planning and how exit planning advisors can monetize and utilize exit planning to help business owner clients sell their companies for more money and have a successful exit. Learning Objectives: Learn 3 ways to monetize exit planning in your practice How a business valuation starts conversation Ways to invite clients to get a business valuation Who is on the Exit Planning Team? How Exit Planning can
Exchange/Return Notes
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