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Conducting Effective Client Workshops: What's the difference between a "workshop" and a "meeting
Where: North Ranch Country Club | 4761 Valley Spring Dr
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They will share how they marry the Personal and Business planning for owner’s to avoid the potholes of the journey to succession
EPI Greater Los Angeles Chapter Event | January 25, 2023 Walking to Destiny 2.0 Conducting Effective Client Workshops: What'sPreparing a business for a transition requires understanding its value, how attractive and ready the business is for the transition and implementing the right strategies that will make the business more scalable, marketable and saleable. In this session, participants will learn: Ways to determine the value of the business Typical areas within the business that require improvements or cleanup Strategies to leverage products, markets, investors to
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