EPI Greater Philadelphia Chapter

Make sure to reserve your spot to the upcoming EPI Greater Philadelphia Chapter event! Details & the link to register are below. https://lnkd.in/eXu6J6ck #ExitPlanning #BusinessOwner #ProfessionalAdvisor

Check this out! The EPI Greater Philadelphia Chapter's programming will pause for the summer as we usually do. For those in our network who are interested in educational exit planning content in the interim, chapter member Robert Waring of Strategic Exit Advisors, is co-hosting a panel that you will enjoy. Details here: Title: "Planning Your Exit: Unlock 5 Secrets to Boost Business Value." June 11th, 2024 11:30am - 4:00pm The Drexelbrook Catering & Event Center in Drexel Hill, PA. Attendees will hear from five speakers, each with subject matter expertise in critical areas for high-growth companies looking to strategically plan for an exit one day. Speakers include: Angela Pointon Emily Morgan Monica Robinson Jennifer Young Robert Waring and moderated by Ami Kassar Register using the link below, and use the code "EPI" to save $50! https://lnkd.in/eKRDN4d7

Another incredibly successful EPI Greater Philadelphia Chapter event! We want to thank all of the attendees for joining us and hearing from our panel. Thank you to Matthew Lang, CFP®, CEPA, our Chapter President, and Charles Kedra, CFP®, CEPA®, AIF® for moderating the event. We hope to see you at an upcoming event! Stay tuned for the rest of our 2024 event schedule.

We hope to see you the EPI Greater Philadelphia Chapter event tomorrow! Spots are limited, make sure to reserve yours now! Register here: https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

Make sure to reserve your spot to the upcoming EPI Greater Philadelphia Chapter event! Details & the link to register are below. https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

Business owners spend years, and in many cases decades, building their companies. These businesses are often not only their largest asset but a major component of their identity. Legacy, for one’s family, one’s employees, and one’s community, is a major factor for many business owners. The decision to monetize a business can feel like “the end”, the tax bills can be eye popping, and the ongoing stewardship of the company is less certain as new ownership takes the reigns. Hear from actual entrepreneurs who have sold their business through an ESOP! Reserve your spot: https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

The journey of selling a business involves grappling with its significance as both an asset and a personal legacy, particularly for entrepreneurs deeply invested in their company's success. An ESOP offers a nuanced approach to this transition, providing tax benefits and continuity for employees while also addressing the complexities and debt aspects inherent in such transactions. Hear from a panel of entrepreneurs who have executed an ESOP in their company. https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

The ESOP transaction can achieve significant tax benefits for selling shareholders, serve as an economic driver for employees, and allow a business owner to structure an “extended hand off” of their business.   Hear from a panel of entrepreneurs who have successfully executed ESOP transactions for their companies! Register here: https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

The EPI Greater Philadelphia Chapter has assembled a panel of entrepreneurs who’ve successfully executed ESOP transactions for their companies. These business owners are willing to share their stories, what went right, the challenges that arose, and what they might do differently this time around. You won't want to miss this event! Register here: https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller

Make sure to reserve your spot to the EPI Greater Philadelphia Chapter event on May 9! Details & the link to register are below. https://lnkd.in/exH5rf5w #ExitPlanning #BusinessOwner #ProfessionalAdvisor #Entrepeneurs #PanelDiscussion #ESOPs #BusinessSale Matthew Lang, CFP®, CEPA, Cheyenne Sweeney, PhD, Charles Kedra, CFP®, CEPA®, AIF®, Doug Kook, CPA, CVA, CEPA, Matthew Levitsky, Steven E. Staugaitis, CPA, CVA, Rachel Packer, Maxwell Heller