Thrivent: 2026 CEPA Advancement Program 2025 Summit The case study underscores the
Description
The case study underscores the critical importance of exit planning and assembling a team of experts
FisherBroyles
We will also review the EPI Central Ohio Chapter’s 2023 agenda
2 Summit registrations
one option that is often not considered is selling to their employees through an employee stock ownership plan (ESOP)
Thrivent: 2026 CEPA Advancement Program 2025 Summit The case study underscores theThis multifaceted educational experience is delivered in two phases and includes virtual self paced learning, and a series of live virtual workshops focused on real world application and accountability. Each component is led by experienced professionals and thought leaders in exit planning and business owner engagement. Advisors who completed the 2025 CEPA Advancement Program will be invited to participate in the Phase 2: Application & Accountability
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