EPI Cincinnati Chapter | November 15, 2023 WIS Owners Forum 2022 at 4:30 P

2022 at 4:30 P

How does a Community Foundation come into play

Join us as we have a conversation with two business owners & partners about their discovery process as they began their exit planning journey

This methodology was created by Chris Snider and is seen inside the book

Some examples of fractional executive and advisor resource models

EPI Cincinnati Chapter | November 15, 2023 WIS Owners Forum 2022 at 4:30 PIn the current employment market, qualified C suite and key management employees are highly sought after. In this program we will discuss a variety of incentive compensation arrangements commonly utilized by privately held companies to attract, retain, and incentivize such employees, including equity (stock based and profits interest programs) and non equity based arrangements. We will also discuss funding mechanisms, tax treatment for employees and