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December 19
Leveraging the Capabilities of an M&A Firm
Lessons learned from David Tramontana
Early Bird Pricing Deadline: Sun
Author of Walking to Destiny
Financial Advisor Bundle (Corporate Legacy) Annual Membership 2021 December 19Learn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022
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