EPI Chicago Chapter Event | August 30, 2023 CEPA 2023 (General) Have a systematic and strategic

Have a systematic and strategic framework to provide insights to business owners

It explains how the broad financial markets cannot provide the same level of returns that business owners make on their business

advance their skillset and knowledge

and how to increase the value of a business

Collaborating with an FA provides individuals with personalized financial guidance

EPI Chicago Chapter Event | August 30, 2023 CEPA 2023 (General) Have a systematic and strategicMany business owners are interested in giving their employees a more meaningful role in their exit. We will explore ESOP, co op, and other employee ownership structures at this meeting.