EPI Conejo Valley Chapter Event | April 17, 2024 Business Development and by failing to create

and by failing to create detailed contingency plans and legal safeguards for their business

Funding alternatives for Death and Disability and significant tax implication of design/structure

and leading clients to a successful exit with insights from M&A expert Scott Bushkie

Walking to Destiny

We'll examine business and estate planning issues that need to be in place to keep chaos away from the door

EPI Conejo Valley Chapter Event | April 17, 2024 Business Development and by failing to createTimely pre sale planning benefits exiting owners. This panel will review two real exit scenarios and offer technical and strategic insights from both experiences. What made the greatest difference for these owners? We anticipate a robust discussion, with audience engagement and plenty of lessons to be learned.