EPI Utah Chapter Event | February 23, 2023 Summit Shop 2022 the competitive landscape shifts

the competitive landscape shifts

closing dream clients

Dummy products are essential for the Bundle Builder app to function

What can you do to be prepared

This 90 Minute Workshop will focus on unlocking actionable principles that business owners can take back to their companies for review with their leadership teams

EPI Utah Chapter Event | February 23, 2023 Summit Shop 2022 the competitive landscape shiftsWhy consider donating private stock during an M&A transaction to a Donor Advised Fund? How does a Community Foundation come into play? This presentation will include the tax and philanthropic benefits of donating private stock and the importance of planning for it.