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and determine if private equity is the right fit for achieving client goals
Each professional will share areas that each business owner should address and common challenges faced
000+ Certified Exit Planning Advisors (CEPA®) throughout the year to foster ROI-driven relationships
we’re going to hear from some business owners about their path to sale and how tax considerations and strategies played a part in maximizing the amount of money they were able to keep
Private Equity Deep Dive - Bobby Kingsbury: Gain a better understanding of private equity
2025 EPI Chapter Annual Licensing Fee (San Diego/Orange County) CEPA 2024 (General) and determine if private equityBecome part of the growing EPI community and our robust chapter network. EPI Chapter Program Includes: Annual Curriculum Marketing Support Logistical Support Special Project Support Community Coordinator
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