EPI Conejo Valley Chapter Event | April 17, 2024 Business Development They will share how PE

They will share how PE firms add value to their assets and how enterprise value can be enhanced in advanced of the sale

market yourself effectively to potential clients

including but not limited to family

Funding alternatives for Death and Disability and significant tax implication of design/structure

EPI Conejo Valley Chapter Event | April 17, 2024 Business Development They will share how PETimely pre sale planning benefits exiting owners. This panel will review two real exit scenarios and offer technical and strategic insights from both experiences. What made the greatest difference for these owners? We anticipate a robust discussion, with audience engagement and plenty of lessons to be learned.