Inaugural EPI Golfing Outing Partner Edward Jones Preparing a business for a

Preparing a business for a transition requires understanding its value

Tax Planning for Business Transitions: Guided by industry luminaries Brad Barros

The Podcast Stage will host nine guests on Scott Snider’s Exit Is Now Podcast throughout the Summit to be released in May and June and five of the authors from the 2025 Author Showcase will also showcase their book during morning and afternoon breaks throughout the Summit on this stage

During the same period

Monthly Meetings (Members & Guests)

Inaugural EPI Golfing Outing Partner Edward Jones Preparing a business for aThe Inaugural EPI Golf Outing will host 52 players on one of the JW Marriott Marco Island Beach Resorts premier courses. The outing will be branded with the Partners name and include a co branded golf towel with the Partners logo in collaboration with the Exit Planning Institute. Two golf packages are included. This package also includes a welcome email sent to all golfers by the Partner.