EPI Twin Cities Metro Area Chapter Event | March 8, 2023 Walking to Destiny 2.0 how do you choose

how do you choose

the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%

Explain what to listen for so you can decipher your clients’ true goals

Each panelists will discuss the pros and cons of the different exit options

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EPI Twin Cities Metro Area Chapter Event | March 8, 2023 Walking to Destiny 2.0 how do you chooseHow do you approach an owner to provide them their exit options? Most owners are unfamiliar with the language and process behind exit planning. When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively communicate is crucial. In this session, you will work through a hands on case study to develop your conversation skills. Through this case study, you will collaborate with an