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by Colleen Kowalski on June 29, 2023
Are you itching to take a vacation this summer? Are you eager to get out of the day-to-day grind of your practice and take a road trip to a new city? Want to meet new and interesting people from across the country?
As the summer months heat up, a cross-country road trip could be the perfect way to refresh your mind before returning to your practice.
As you travel across the country, there are some great stops along the way to attend some of our EPI Chapter Network events!
Tax Talks in Texas!
Start your trip off in Austin, Texas to explore the Zilker Botanical Gardens and attend an educational event with the EPI Austin Chapter. During their July 12 event, the Austin Chapter will discuss the recent research and developments when preparing for tax credits in the next tax season.
Learn from Jared Greathouse as he focuses on corporate law, civil litigation, estate planning, probate, and tax. Jared will highlight how to apply for tax credits and what amounts you can expect.
Gain New Ideas in New York City!
Head to New York City to take in a Broadway show and attend the EPI Greater New York Chapter’s July 25 event! During this event, the New York Chapter welcomes Phillip Byrne as he discusses how he and his business partner prepared for the partner’s exit and allowed for Phillip to thrive in the business after that exit.
Phillip shares, “After working together for 30 years and running a company together for almost 26 years, my business partner Carmen Soubriet and I are parting ways. Carmen will be retiring, and I will continue to run the company we’ve built together. My presentation will cover how we planned for this.”
Communication and Connection in California!
California is the next stop on our cross-country trip! With so much ground to cover in the state of California, spend a few weeks exploring the national parks, Hollywood, and the beautiful beaches, and attend an EPI Chapter event or two!
The EPI Greater Los Angeles Chapter is hosting an event about the pros and cons of ESOPs on July 26. Scott Stitt, Partner at Tucker Ellis, LLP., will lead the attendees in an exploratory discussion on the ideal circumstances for considering an ESOP and what pitfalls might occur if an ESOP goes wrong.
Head down to San Diego for a lively networking “speed dating” event with the EPI San Diego Chapter on August 16. Join fellow exit planners for a fast-paced method to learn more about each other while practicing conversations with business owners.
Mix and Mingle in the Midwest!
Close out your summer of traveling with some time in the midwest! Enjoy the summer festivals, bonfires, and picnics along the Great Lakes, and attend a few EPI Chapter events as well!
The EPI West Michigan Chapter is hosting an event on August 29 about the differences between a Strategic Buyer and a Private Equity Buyer. This panel discussion brings together M&A professionals to discuss the differences and similarities between strategic acquirers and private equity buyers, with each panelist’s input coming from their legal, tax, brokerage, and advisory experience.
Complete your summer with an event with the EPI Chicago Chapter on August 30. This event explores the opportunities for employees to take ownership of their companies. The panelists will explore ESOPs, Co-ops, and other employee ownership structures during this event.
Join the EPI Chapter Network
The EPI Chapter Network creates a forum where the local community of professional advisors can collaborate and address the unique needs of their community. Chapters develop educational programs for business owners and professional advisors that build awareness and better prepare an owner for the successful exit of their business.
The purpose of the EPI Chapter Network is to create, encourage, and foster the adoption of best practices in the exit planning profession. Chapters promote the common interests of business advisors engaged in exit planning.
To find a chapter in your area, visit www.EPIChapters.com
