EPI Pittsburgh Chapter Event | February 15, 2024 CEPA 2023 (Corporate Rate) and each partner’s business succession

and each partner’s business succession plan

The following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner-facing educational workshops

opportunities

making it easy for attendees to learn more about your brand

This program will provide participants with the knowledge to better help business owners plan holistically for the eventual transition from their company and how to engage in meaningful conversations with business owners to empower them to take action and begin planning now

EPI Pittsburgh Chapter Event | February 15, 2024 CEPA 2023 (Corporate Rate) and each partner’s business successionJoin us as we continue our 4 part journey through the Exit Planning Institutes proven process, The Value Acceleration Methodology. In part 3, we will continue our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. During this session, well look at the serious value protection and growth work elements of the Prepare Gate, preparing the business and the owner for