EPI Twin Cities Metro Area | November 9, 2022 Masterclass 2021 MT at Toscanos Restaurant

MT at Toscanos Restaurant

Limited to 40 attendees

Financial advisors estimate that 80% of an owner’s net worth is locked in their businesses

We 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

EPI Twin Cities Metro Area | November 9, 2022 Masterclass 2021 MT at Toscanos RestaurantAs a business owner or advisor to a business owner, you strategize the companys value creation, growth plans, even its eventual transition. But what happens if a triggering event forces ownership transition prematurely, i. e., disability, death, divorce, disagreement. What are the vital issues that need to be addressed including stock transfer, loss of financial resources talent, loss of key employees and customers, operational management, among