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The Business Owners Forum provides both advisors and owners with a look at the future of exit planning
They will share how they marry the Personal and Business planning for owner’s to avoid the potholes of the journey to succession
A Buy/Sell Agreement is a legally binding contract that stipulates how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves the business through a series of triggering events
Start Date: Mon
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EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 The Business Owners Forum providesDuring this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owners to avoid the potholes of the journey to succession. This meeting will teach you how to engage owners in this plan to succession, and more. We hope to see you there!
