Past Events
Rocky Mountain EPI Chapter Kickoff Meeting
April 27, 2018 @ 7:30 am - 9:30 am EDT
You are cordially invited to join us for an Exit Planning Awareness Event. Join us and Chris Snider,...
Successful Business Transitions: Avoiding the Top 5 Mistakes
May 22, 2018 @ 7:30 am - 9:00 am EDT
Successful Business Transitions All business owners need to prepare for the eventual and inevitable ...
RM EPI Chapter June Meeting: Pre Sale Planning and Wealth Management
June 28, 2018 @ 7:30 am - 9:00 am EDT
When business owners are reselling their company, closing the deal is often all they think about. Ow...
RM EPI: How Not to Get the Short End of a Buy-Sell Deal: A legal perspective
August 23, 2018 @ 7:30 am - 9:00 am EDT
Buy-sell agreements are often overlooked in many businesses both in the formation and during the li...
RM EPI: How Not to Get the Short End of a Buy-Sell Deal: A legal perspective
August 30, 2018 @ 7:30 am - 9:00 am EDT
Buy-sell agreements are often overlooked in many businesses both in the formation and during the lif...
Pre-Sale Planning and Wealth Management
September 28, 2018 @ 7:30 am - 9:30 am EDT
When business owners are selling their company, closing the deal is often all they think about. Owne...
RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals
October 4, 2018 @ 7:30 am - 9:00 am EDT
If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst ca...
RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals
October 4, 2018 @ 7:30 am - 9:00 pm EDT
If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst ca...
Search Funds – The Right Kind of Capital (for the “right” situation)
October 10, 2018 @ 7:30 am - 9:30 am EDT
If you work with clients in the lower middle market that are considering an exit, you’re goi...
Succession Planning: Keeping it in the Family
October 17, 2018 @ 7:45 am - 9:00 am EDT
We spend a lot of time focused on outright sales to a 3rd party. But when it comes down to it many o...
RM EPI: The Good, the Bad & the Ugly of Exiting My Business: Owner Panel…
November 29, 2018 @ 7:30 am - 9:00 am EST
An inside look at transactions from the business owners perspective. Hear the good, the bad, and the...