EPI Rocky Mountain Chapter Event | August 1, 2023 Chapter Sponsorship This three-module course is an

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

Come and listen to our expert panel of dealmakers with decades of experience

Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value

Date: Thursday

most owners end up liquidating instead of selling because they lack a clear growth strategy

EPI Rocky Mountain Chapter Event | August 1, 2023 Chapter Sponsorship This three-module course is anTalent acquisition is a strong consideration in M&A deals. But retaining talent through growth and acquisition can be a major point of failure, especially for middle market businesses where a limited number of employees can have an outsized impact on the success of a company. Join us to learn what strategies business owners can put in place to retain key employees before, during, and after a transaction.