EPI Conejo Valley Chapter Event | February 21, 2024 2023 Summit offer unique risk/reward characteristics that

offer unique risk/reward characteristics that owners should be aware of

True North Equity

F-CFO’s are underutilized assets in regard to both assisting with normalized matters

Bloomington

EPI Conejo Valley Chapter Event | February 21, 2024 2023 Summit offer unique risk/reward characteristics thatIs it possible to have a successful family business without sacrificing family harmony? Why do many family businesses fail to make a successful transition from generation to generation, and what principles have helped family businesses beat the odds and find success in succession? This program will present a comprehensive Six Step Transition model for family business planning. This model has helped hundreds of family businesses balance the often