EPI Washington Chapter Event | March 26, 2024 CEPA 2024 (General) We will sit down and

We will sit down and chat with a business owner and executive who has been involved in four exits

Grab lunch with us at this event and come learn more while participating in a case study of a business owner approaching their exit and collaboratively help the business owner in this case navigate their most important transition

Disagreement

How Opportunity Zones are used to reduce capital gains for a business owner

In summary

EPI Washington Chapter Event | March 26, 2024 CEPA 2024 (General) We will sit down andESOPs have attractive tax & investment benefits for sellers, but what really goes into this process and how do you know if this course is right for your business. Join us with leading experts on what this process can mean for succession planning and how best to help clients navigate with all parties involved. Learning Objectives: Most notable benefits & drawbacks to ESOPs Case Study discuss Language all parties can use to help bring better outcomes to