EPI Greater New York Chapter Event | July 25, 2023 Masterclass 2021 Empowering Conversations with Business Owners

Empowering Conversations with Business Owners takes the technical process

Contact Member Experience at (216) 712-4244 or memberexperience@beyondCEPA

host Scott Bushkie

1/3 page profile in Advisory Directory published monthly

The Exit Planning Institute (EPI) has prepared this proposal for educational programming for up to 20 advisors conducted in partnership with Wilmington Trust

EPI Greater New York Chapter Event | July 25, 2023 Masterclass 2021 Empowering Conversations with Business OwnersAfter working together for 30 years and running a company together for almost 26 years, my business partner Carmen Soubriet and I are parting ways. Carmen will be retiring, and I will continue to run the company weve built together. My presentation will cover how we planned for this. How covid effected the planning process. And, by the time I give this presentation Ill be able to talk about how we successfully completed the closing.