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Please email jmeredith@exit-planning-institute
as he shows professional business advisors how to use workshops (not meetings) as an effective tool to manage clients through the Value Acceleration MethodologyTM
including equity (stock based and profits-interest programs) and non-equity based arrangements
Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value
CEPA Online - NOV 2024 EPI Programs (General) Learn more here: https://supportEarly Bird Pricing Deadline: Thu, October 31, 2024 Start Date: Mon, November 18, 2024 End Date: Fri, November 22, 2024 Attend the first of its kind, edu series: CEPA Online! This is unlike any webinar or virtual training. Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now.