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What do you need to make the most of your succession plan? What strategies and information can exit planners provide? Join Mark Dorman and guest Steve Hopkins, Owner of Charter BTA, as they explore the importance of contingency plans for business owners. They delve into the advantages of having a CEPA credential and the contributions of the Exit Planning Institute. Mark and Steve discuss: ✅ His background in business exit transition planning ✅ The Certified Exit Planning Advisor (CEPA) designation and why Steve is pursuing it ✅ How Steve’s career and personal background have been shaped by entrepreneurship ✅ The significance of succession planning for both older and younger business owners Don't miss out on these valuable insights! 🎧 Listen now!👇

CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

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