EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 The Business Owners Forum provides

The Business Owners Forum provides both advisors and owners with a look at the future of exit planning

utilizing a case study that illustrates in real time what to look for and how to prepare

Buy-sell structure

Community Coordinator

Branding on CV Chapter e-communication

EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 The Business Owners Forum providesDuring this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owners to avoid the potholes of the journey to succession. This meeting will teach you how to engage owners in this plan to succession, and more. We hope to see you there!