BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:Central Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:Central Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260730T120000 DTEND;TZID=America/Chicago:20260730T130000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Value Acceleration in Practice: Integrating Personal Planning\, Business Growth\, and Employee Benefits DESCRIPTION:This session explores how EPI's Value Acceleration Methodology can be applied beyond a traditional exit planning engagement to create a more holistic advisory framework for business owners. Using a three-track model personal financial planning\, business growth and exit planning\, and employee benefits we will examine how advisors can help owners build transferable value\, improve personal readiness\, strengthen leadership and employee retention\, and align the business with the owner's long-term financial goals. Rather than treating exit planning\, wealth planning\, and benefits strategy as separate conversations\, this session shows how they can work together inside one coordinated process. Attendees will leave with a practical framework for identifying planning gaps\, coordinating professional advisors\, and helping business owners build stronger\, more valuable\, and more transition-ready companies. Learning Objectives:Understand how EPI's Value Acceleration Methodology can be applied beyond a traditional exit planning engagementIdentify how personal financial planning\, business growth and exit planning\, and employee benefits intersect in serving business owner clientsRecognize planning gaps that may limit owner readiness\, transferable business value\, leadership continuity\, or employee retentionLearn how to use a three-track framework to coordinate advisors and create a more integrated planning process for business ownersExplore practical ways to help business owners align current business decisions with long-term personal\, financial\, and transition goalsREGISTER HERE X-ALT-DESC;FMTTYPE=text/html:

This session explores how EPI&rsquo\;s Value Acceleration Methodology can be applied beyond a traditional exit planning engagement to create a more holistic advisory framework for business owners. Using a three-track model&mdash\;personal financial planning\, business growth and exit planning\, and employee benefits&mdash\;we will examine how advisors can help owners build transferable value\, improve personal readiness\, strengthen leadership and employee retention\, and align the business with the owner&rsquo\;s long-term financial goals. Rather than treating exit planning\, wealth planning\, and benefits strategy as separate conversations\, this session shows how they can work together inside one coordinated process. Attendees will leave with a practical framework for identifying planning gaps\, coordinating professional advisors\, and helping business owners build stronger\, more valuable\, and more transition-ready companies. \;

Learning Objectives:

REGISTER HERE

LOCATION: UID:e.2684.1587622 SEQUENCE:3 DTSTAMP:20260727T032132Z URL:https://evvregion.growthzoneapp.com/eventcalendar/Details/value-acceleration-in-practice-integrating-personal-planning-business-growth-and-employee-benefits-1869125?sourceTypeId=Hub END:VEVENT END:VCALENDAR