Celebrate 2025 Success(ion) Holiday Social - It's Too Late to Get Another Deal Done!
Dec 17, 2025 · 4:00 pm
All I Want for Christmas Is a Solid Exit Plan: An EPI Holiday Social Event
Dec 18, 2025 · 4:00 pm
Helping Your Clients with 3 Persistent People Problems: Retention, Recruitment, Remote Employees
Jan 5, 2026 · 2:30 pm
THE OVERLOOKED EXIT STRATEGY: WHY PERSONAL PLANNING BENEFITS OWNERS, ADVISORS AND CHARITABLE PLANNING
Jan 8, 2026 · 3:00 pm
Exit Planning Case Study Part 1: Engaging Business Owners with Purpose
Jan 14, 2026 · 7:45 am
Family Business Succession Stories: Continuing the Legacy for the Next-Gen
Jan 15, 2026 · 4:00 pm
THE DEALMAKER'S TAKE 2026: A PANEL DISCUSSION ON THE M&A ENVIRONMENT
Jan 15, 2026 · 7:30 am
Fight Less, Win More: How Master Negotiators Influence Hearts, Minds, and Deals
Jan 19, 2026 · 4:00 pm
How to Improve Collaboration Between Financial Advisors and Other EPI Members
Jan 21, 2026 · 11:30 am
Building Wealth, Legacy, and Loyalty: How ESOPs Transform Business Exits
Jan 22, 2026 · 2:00 pm
Your Company's Ticker Value - What is the real value of your biggest investment? And why you need to know it!
Jan 22, 2026 · 4:00 pm
Top 10 Questions to Ask Business Owners about Commercial Real Estate
Jan 27, 2026 · 1:00 pm
Bridging The Gaps: How Coaching Accelerates Owner Readiness and Enterprise Value
Jan 27, 2026 · 10:00 am
The Five Conversations that Drive Business Succession Planning - Joe Strazzeri and Shelley Lightfoot
Jan 28, 2026 · 2:30 pm
The Transition Trap: How First-to-Second Generation Handoffs Can Make or Break Business Value
Feb 3, 2026 · 1:00 pm
Exploring Solutions for Businesses | Workplace Retirement Plans Presentation
Feb 10, 2026 · 2:00 pm
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
Feb 12, 2026 · 3:00 pm
The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits
Feb 24, 2026 · 1:00 pm
State of the Union: The Evolving Landscape of Business Transitions and Owner Priorities
Feb 26, 2026 · 11:30 am
You Have Monetized Your Business - How Do You Reinvest the Proceeds? AKA How Do You Restructure the Family Balance Sheet With Intentionality and Purpose?
Feb 26, 2026 · 4:00 pm
Preparing Your Financials for a Transaction: Building Confidence Before Due Diligence
Mar 3, 2026 · 11:30 am
FROM POLICY TO PITFALL: ESTATE TAX LESSONS FROM CONNELLY FOR BUSINESS OWNERS
Mar 10, 2026 · 2:00 pm
EXIT PLANNING CASE STUDY PART 1: ENGAGING BUSINESS OWNERS WITH PURPOSE
Mar 19, 2026 · 7:30 am
Seller Panel: Joint Event with EPI and Alliance of Merger & Acquisition Advisors
Mar 19, 2026 · 11:30 am
Family Business Succession Planning Options - Is Selling the Golden Goose the only option? (NOT!!) - An Event for Business Owners
Mar 26, 2026 · 3:30 pm
Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes
Apr 8, 2026 · 2:30 pm
From Owner-Driven to Buyer-Ready: The Proven Path to a Self-Sustaining Sales Engine
Apr 8, 2026 · 7:45 am
Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes
Apr 9, 2026 · 2:30 pm
2nd International Conference on Stem Cells, Regenerative Medicine & Tissue Engineering
Apr 13, 2026 · 9:30 am
Exit Planning in a High Uncertainty Environment: Rates, Inflation, Tariffs. Key Financing & Valuation Strategies
Apr 15, 2026 · 11:00 am
"Exit Planning in a High Uncertainty Environment: Rates, Inflation, Tariffs. Key Financing & Valuation Strategies"
Apr 15, 2026 · 11:00 am
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
Apr 16, 2026 · 3:00 pm
2nd International Conference on Gravitation, Astrophysics and Cosmology
Apr 16, 2026 · 9:00 am
Put a Pin in it - Meeting Your Clients Where They Are - Guest Speaker
Apr 22, 2026 · 2:30 pm
Navigating Business Transition: Essential Estate Planning Strategies for Business Owners in the Current Tax Environment
Apr 23, 2026 · 11:30 am
Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes
May 4, 2026 · 2:30 pm
From Business Exit to Personal Wealth: A Financial Planning Perspective
May 7, 2026 · 3:00 pm
Beyond the Balance Sheet: Advanced Planning for Business Owner Clients
May 14, 2026 · 3:00 pm
Talent Show: Attracting and Keeping the People that Make Your Business Valuable
May 21, 2026 · 4:00 pm
Talent Show: Attracting and Keeping the People that Make Your Business Valuable
May 21, 2026 · 4:00 pm
Operating Systems for Growing Value in Companies - Relentless Execution Turns Goals and Dreams into Reality
May 28, 2026 · 4:00 pm
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success
Jun 1, 2026 · 2:30 pm
MASTERING CASH FLOW MANAGEMENT: PROJECTIONS AND STRATEGIES FOR BUSINESS SUCCESS DURING RETIREMENT
Jun 4, 2026 · 3:00 pm
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success
Jun 10, 2026 · 2:30 pm
AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
Jun 11, 2026 · 2:30 pm
Exiting Your Family Business: How Smart Owners Know Who, How And When To Sell Their Business
Jun 23, 2026 · 7:30 am
The "Bad and the Ugly" Stories of Failed Succession - AKA Horrific Outcomes from Not Planning for Succession
Jun 25, 2026 · 4:00 pm
HELPING YOUR CLIENTS RESPONSIBLY DEPLOY AI IN THEIR COMPANIES AND FOR THEIR CUSTOMERS
Jul 9, 2026 · 3:00 pm
Strategic Insights - Year in Review and Chapter Direction - Scott Snider
Jul 22, 2026 · 2:30 pm
EVOLVING FAMILY OFFICES: TRENDS, TRANSITIONS, AND THE NEXT GENERATION OF LEADERSHIP
Aug 6, 2026 · 3:00 pm