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What is it like running an ESOP-owned company
you have the advantage of employing larger
The Preparing the Heirs for the Money course is designed to equip advisors with the tools and frameworks needed to support families through the complexities of multi-generational wealth transfer
our focus will be on the strategic aspect of raising capital before initiating the sale of a business
2025 Summit Sunrise Table Talks CEPA 2024 (General) What is it like runningThe Sunrise Table Talks will take place on Tuesday morning for an hour prior to breakfast on the terrace overlooking the beach. Attendees can sign up for special topics featured in these Table Talks and collaboratively discuss these topics in a small group setting. Exclusive Setting: Host an hour long talk on Tuesday morning, just before breakfast, on a terrace with breathtaking beach views. Targeted Audience: Lead a discussion with nine attendees,
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