EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 Practice Launch Lite (4 CEPA

Practice Launch Lite (4 CEPA CE Credits)

Empowering Conversations with Business Owners Course

and how to achieve lasting success in today's fast-paced and ever-changing business landscape

airing in May and June 2025

with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth

EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 Practice Launch Lite (4 CEPAThe Fishing for Value case study revolves around Chuck Barrows, the owner of Barrows Ltd., a family owned business specializing in pressure, temperature, and level gauges. Chuck is approaching retirement and wants to secure the financial future of his family while ensuring the business's legacy. However, Chuck lacks a comprehensive plan for the business's transition. To address this, a collaborative panel of experts is formed, including business