EPI Palm Beach Chapter Event | JAN 17 Thinkific Access to certain meeting materials

Access to certain meeting materials only shared to members

Learning Objectives:

Ways to invite clients to get a business valuation

In this presentation

Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively

EPI Palm Beach Chapter Event | JAN 17 Thinkific Access to certain meeting materialsBusiness owners have multiple ways in which to exit their company. In this session, we will show advisors the pros and cons of each of the seven major exit options for a business owner. All broken down into two categories of internal and external exit options. Bruce Evans and Terry Eve will walk you through real life client scenarios and explain how to get multiple bites of the apple from an exit.