EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 What is it like running

What is it like running an ESOP-owned company

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

The panelists will discuss how focusing on human capital has allowed them to create a culture of employee engagement

you'll receive personalized attention from our Strategic Relationships Concierge

We welcome you to our first social event where we will network and get to know fellow business owners and exit planning professionals as we let out some steam with a fun event of axe throwing to kick off the new year

EPI Conejo Valley Chapter Event | May 15, 2024 Annual Membership 2023 What is it like runningThe 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