EPI Fort Lauderdale Chapter’s Post

Want to talk to your clients on a deeper level? DISCOVER the first gate of the value acceleration process. Hear our expert panel's thoughts on identifying the 3 gaps, understanding the factors that impact a business's ability to transfer, and building an aligned plan. #ExitPlanning #ValueAcceleration #Shenango #Mahoning Louis V. Colella, CPA, PFS, CFP®, CEPA Vernard Richberg, CBA Kimberly Humphreys Dyer Dave Eichenlaub Matthew Caiazza Wiley Runnestrand Brian Coulter Sean Gibbon, CPA/PFS, CFP®, CEPA "DAN the ESOP MAN" Zugell

If you're interested in how we can help business owners grow the value of their businesses, and dramatically increase their readiness for business succession, transition or exit, this session should not be missed!

Family-run businesses are unique in many ways, with their own set of challenges that stem from the interplay between family dynamics and business operations. #exitplanning #transition #challenges #dynamics #familyowned #businesses

If you're interest in how we can help business owners grow the value of their businesses, and dramatically increase their readiness for business succession, transition or exit, this session should not be missed! EPI Pittsburgh Chapter

Come out and hear from industry leaders and improve your insights on how to MAXIMIZE ENTERPRISE VALUE... INCREASE THE FLEXIBILITY OF OPTIONS AND REDUCE TAX LIABILITY...Register Below!

Scaling yourself as a thought leader online is the most leveraged way to: • Attract investors: Leverage your expertise • Boost company EBITDA: Visibility = opportunity • Win more clients: Build trust through your knowledge The internet lets you do this at scale.

The key to unearthing opportunities is through fundamental research, assisted by meeting with management teams and conducting site visits of assets. Phoenix Portfolios, the investment manager for our securities funds, takes the insights from this research and applies it in a rigorous and disciplined way to determine which stocks are held. Watch the video below to discover more. https://lnkd.in/gEkuXXuE #Investing #Realexpertise

Navigating today's market to access capital can be challenging, but with the right strategy, it's possible to achieve success. Our latest insights break down the steps you need to take to secure the funding your business needs. Ready to explore your options? Let’s connect and chart your path forward. 💼  Learn more: https://lnkd.in/eWPW55MJ

How to make meetings with investors and prospects more valuable: Intention. Before each meeting, write down: -  What do I want most from the meeting -  What does the investor want most from the meeting -  What questions would I have if I were in their position -  What levers can I pull to make their decision easier -  How do I want this meeting to conclude Let the answers to these questions guide your conversation.

In today's discussion, we're shedding light on how partnering with a reputable Qualified Intermediary can take your client service game to new heights 🚀 By differentiating yourself as an agent dedicated to helping clients achieve their investment goals, you solidify your reputation and ensure repeat business in a market that is becoming more & more competitive each day 🏠