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family harmony
Upon completion of these courses
3 Take-aways of how to prep clients to be ready and how partnering with fellow professionals can help
and what exercises you can perform with your clients in order to facilitate a successful exit
but the success of your business as well
EPI Pittsburgh Chapter Event | November 30, 2023 Book family harmonyJoin us as we begin our 4 part journey through the Exit Planning Institutes proven process, The Value Acceleration Methodology. In part 1, we will begin our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. We will progress through the various stages of a successful transition and where advisors can add more value to your clients. After this session, attendees will
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