EPI Twin Cities Metro Area | November 9, 2022 Masterclass 2021 Limited to 40 attendees

Limited to 40 attendees

MT at Toscanos Restaurant

Sponsors are promoted per quarter in newsletter

Financial advisors estimate that 80% of an owner’s net worth is locked in their businesses

It isn’t enough to hold a designation

EPI Twin Cities Metro Area | November 9, 2022 Masterclass 2021 Limited to 40 attendeesAs a business owner or advisor to a business owner, you strategize the companys value creation, growth plans, even its eventual transition. But what happens if a triggering event forces ownership transition prematurely, i. e., disability, death, divorce, disagreement. What are the vital issues that need to be addressed including stock transfer, loss of financial resources talent, loss of key employees and customers, operational management, among