EPI Pittsburgh Chapter Event | February 15, 2024 CEPA 2023 (Corporate Rate) An Employee Stock Ownership Plan

An Employee Stock Ownership Plan (ESOP) can be an attractive liquidity strategy for the right company

We are pleased to announce the launch of the Orlando Chapter of the Exit Planning Institute

Current trends in technology – including AI

opportunities

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) An Employee Stock Ownership PlanJoin 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