Thrivent: Owner Engagement Content Package SOD 2023 Understand the fundamental principles of

Understand the fundamental principles of deal structure and gain a comprehensive understanding of valuation considerations

The EPI Wisconsin Chapter is built around bringing together a local community of advisors to collaborate

Thinking about transitioning in the next 3 to 5 years

loss of the best employees

Thrivent: Owner Engagement Content Package SOD 2023 Understand the fundamental principles ofThe following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner facing educational workshops. The Owner Engagement Content Package includes all materials needed for the effective promotion and successful execution of the OwnerRoundTable program, a series of monthly sessions created to educate