EPI Greater New York Chapter Event | January 23, 2024 Walking to Destiny 2.0 As a Premium General Partner

As a Premium General Partner for the 2024 Exit Planning Summit

Identify the parties

Understand unique planning characteristics of a "sole owner" scenario

and actionable insights that seamlessly enhance your sales interactions

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EPI Greater New York Chapter Event | January 23, 2024 Walking to Destiny 2.0 As a Premium General PartnerJoe will share this recent collaborative exit planning case where 2 partners sold their business for $130million. Dig into the details of the triggering event, case facts, collaborative challenges successes, and each partners business succession plan. Compare and contrast both design plans based on their very different life goals, family spouse, and belief in future company profits.