EPI Chicago Chapter

We can't wait to see you at our upcoming chapter event! Get ready to connect, learn, and grow with like-minded professionals. Secure your spot today-use the link below to register! https://hubs.li/Q02SqsFj0

As a CEPA, you understand better than most that strong relationships are the keys to success. It's really not about measuring Customer Capital; it's about deep, collaborating relationships with your very best clients. How are you leveraging these relationships for value? Take a moment to think about and discover how you can really step up your Customer Capital. #ExitPlanning #EPI #WalkingToDestiny #CustomerCapital #CEPA

Your clients' systems are more valuable than you might think! Structural capital is the backbone of a successful business. It’s about turning knowledge into assets. Is your client's business built to grow? Help them strengthen their structural capital and pave the way for sustainable success! #StructuralCapital #ValueAcceleration #CEPA

Fantastic presentation about the common issues in the often complex world of family-run businesses. Thanks to our speakers Bill Stranberg and Blaze Konkol. And thank you to our always gracious sponsors and venue host, Marcum LLP. 📸: Donna Shin, MBA, CFP®, CEPA, CRPC® #exitplanning #cepa #familybusiness Shanda McFadden, CEPA® Rakesh Parikh Tim Oliver Maryann Czarnota Jim Mulcahy

Your business is only as strong as your people. Human capital is the heartbeat of Value Acceleration. As a CEPA, you know that investing in your team is just as critical as investing in your business. Building a culture that aligns with your goals amplifies value and drives sustainable growth. Empower your clients to build strong teams that accelerate business value today! #HumanCapital #ValueAcceleration #CEPA

Join us at our upcoming chapter event! Don't miss out on this opportunity to grow your knowledge and expand your network. Use the link below to register! https://hubs.li/Q02QvDN30

Will we see you next week? Hope so! Here are the details: When: Wednesday, 09/25/2024 | 2:00 pm Address: MARCUM LLP | 9 Parkway North, Deerfield, IL 60015 Presenter(s): Bill Stranberg, Blaze Konkol  Cost: $50 [Register Now] https://lnkd.in/era4RR6T Excited to introduce Blaze Konkol, from Loyola's Family Business Center, and Bill Stranberg, from Stranberg Resource Group. They will be delving into the common issues they come across in family run businesses and best practices navigating complex family dynamics.    Learning Objectives: We will explore common issues encountered in family-run businesses, shedding light on prevalent challenges and potential solutions. The session will offer insights into navigating complex family dynamics within business contexts, providing best practices and actionable strategies for fostering harmony and success. Attendees can expect a deep dive into the intricacies of managing family dynamics in business settings, equipping them with valuable knowledge and tools to address similar issues within their own enterprises. Thank you to our sponsor, Marcum LLP #exitplanning #cepa #familybusiness

Will we see you next week? Hope so! Here are the details: When: Wednesday, 09/25/2024 | 2:00 pm Address: MARCUM LLP | 9 Parkway North, Deerfield, IL 60015 Presenter(s): Bill Stranberg, Blaze Konkol  Cost: $50 [Register Now] https://lnkd.in/era4RR6T Excited to introduce Blaze Konkol, from Loyola's Family Business Center, and Bill Stranberg, from Stranberg Resource Group. They will be delving into the common issues they come across in family run businesses and best practices navigating complex family dynamics.    Learning Objectives: We will explore common issues encountered in family-run businesses, shedding light on prevalent challenges and potential solutions. The session will offer insights into navigating complex family dynamics within business contexts, providing best practices and actionable strategies for fostering harmony and success. Attendees can expect a deep dive into the intricacies of managing family dynamics in business settings, equipping them with valuable knowledge and tools to address similar issues within their own enterprises. Thank you to our sponsor, Marcum LLP #exitplanning #cepa #familybusiness

You know the journey of Value Acceleration doesn't stop after building value—it’s about reaching full Value Maturity. The five stages—Identify, Protect, Build, Harvest, and Manage—guide your clients from growing value to managing it for a lifetime. Are you ready to guide your clients through these stages? Dive deeper into the Value Acceleration Methodology and make a lasting impact today! #CEPA #ValueMaturity #WalkingToDestiny

Considering an exit strategy for your business? Partnering with an M&A advisor could be the key to maximizing value and ensuring a smooth transition. Their deep market knowledge, strategic insights, and transactional expertise help uncover hidden value and position your company to attract the best offers. From crafting tailored exit strategies to negotiating favorable terms, M&A advisors guide business owners through every step, offering crucial support and counsel. With their help, you'll not only execute a successful exit but also gain valuable strategic direction for your next chapter. Ready to optimize your exit plan? #MergersAndAcquisitions #ExitStrategy #BusinessGrowth #Leadership