EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 We welcome you to our
Description
We welcome you to our first social event where we will network and get to know fellow business owners and exit planning professionals as we let out some steam with a fun event of axe throwing to kick off the new year
they will share insights on target company characteristics
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the owner of Barrows Ltd
with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth
EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 We welcome you to ourThe Fishing for Value case study revolves around Chuck Barrows, the owner of Barrows Ltd., a family owned business specializing in pressure, temperature, and level gauges. Chuck is approaching retirement and wants to secure the financial future of his family while ensuring the business's legacy. However, Chuck lacks a comprehensive plan for the business's transition. To address this, a collaborative panel of experts is formed, including business
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