EPI Rocky Mountain Chapter Event | May 9, 2023 EPI Programs (General) Presentation will discuss the process

Presentation will discuss the process for working with IB and other professionals to determine best fit for your client

A strong discovery process sets the stage for business owners to move past their initial fears and limitations to progress around transitioning

Ready for Next partners

The EPI Wisconsin Chapter is built around bringing together a local community of advisors to collaborate

Join us at the Hellmuth & Johnson on May 11 for 50% of Business Exits are INVOLUNTARY

EPI Rocky Mountain Chapter Event | May 9, 2023 EPI Programs (General) Presentation will discuss the processWhether triggered by opportunity or friction, family businesses often seek external facilitation to maintain or improve the health of family communication. In Traditional Governance, that facilitation often starts with the development of tools for rules that inadvertently cause the anticipation of conflict down the road. Alternatively, when families develop a tradition of Pre Governance, they develop tools that create alignment and build resilience