EPI Greater New York Chapter Event | April 23, 2024

Has Jim investigated all of his exit options? Researching all exit options focuses on more than just sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Jim and the importance of building a business that is independent of himself. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.  Learning Objectives:  Identify Jim’s exit options and investigate the best one for him  Understand the importance of building a business that is independent of the owner   Prepare and bring together the transition advisory team   Determine next steps after vetting all exit options