EPI Twin Cities Metro Area Chapter Event | March 13, 2024 SOD 2023 Tom and Mary’s CPA heard

Tom and Mary’s CPA heard about your services from another local CPA

First Invoice February 2022: $18

and how to choose the best partners for your team

The most effective exit plans incorporate what Exit Planning Institute refers to as the Three Legs of the Stool

These business owners are willing to share their stores

EPI Twin Cities Metro Area Chapter Event | March 13, 2024 SOD 2023 Tom and Mary’s CPA heardAs a business owner or advisor to a business owner, you strategize the company's value creation, growth plans, even its eventual transition. But what happens if a "triggering event" forces ownership transition prematurely, i. e., disability, death, divorce, disagreement. What are the vital issues that need to be addressed including stock transfer, loss of financial resources talent, loss of key employees and customers, operational management, among