EPI Mahoning-Shenango Valley Chapter

Join EPI Mahoning-Shenango Valley Chapter on December 18th for our holiday networking social, and wrap up for the year. Our group is growing and momentum building for 2025. Thanks Chris Colella , Brian Coulter , Dave Eichenlaub , and Bill Vennetti for great story-telling and educational tips for the group this evening.

An investment bank can be a resource throughout the exit planning process, both for financial advisors and the businesses they serve. For #CEPAs whether your client is considering an exit, seeking growth capital, or contemplating a strategic shift, having a trusted advisor by your side is invaluable. REAG has developed a structured approach to ensure your client’s business transition is both strategic and seamless. See where REAG can provide assistance along the journey. Learn more: https://lnkd.in/eqQfSwdp

Another informative night at the EPI Mahoning-Shenango Valley Chapter meeting tonight. Chris Colella did a great job leading the discussion of the Decide Gate of the Exit Planning Institute process. Louis V. Colella, CPA, PFS, CFP?, CEPA Dave Eichenlaub Brian Coulter Bill Vennetti

Step into the future of exit planning at The 2025 Exit Planning Summit! We invite you to join us at the Sunseeker Resort in beautiful Charlotte Harbor, Florida, on May 4–6, 2025. The Exit Planning Summit is where the best advisors, top thought leaders, and industry innovators from around America come together. Whether you're trying to deepen your expertise, learn what's new and next, or network with your peer community, this is the place to be. Ready to make your mark in exit planning? Visit our website to learn more and register for the Summit today! ?? https://hubs.ly/Q02Rvkph0 #ExitPlanning #ExitPlanningInstitute #EPI #ExitPlanningSummit2025

The third Value Acceleration gate is decide and it's all about choices. Should your client continue to grow the business, or should they exit at maximum wealth? Here's some questions to ask to advise them: - Are their personal and business goals in alignment? - Is the market ready for an exit? Let your clients decide confidently. Dive into the decide gate today! #DecideGate #ValueAcceleration #ExitPlanning #CEPA #EPI

Planning to exit? Make sure to weigh your options! Scroll through to learn the pros and cons of popular exit strategies so you can make the best decision for your future. #ExitPlanning #BusinessExit #ExitStrategies #SuccessionPlanning #Entrepreneurship #EPI

We're excited to see you at our upcoming chapter event this week! There's still time to reserve your spot today using the link below! https://hubs.li/Q02SY-Fv0

We're excited to see you at our upcoming chapter event this week! There's still time to reserve your spot today using the link below! https://hubs.li/Q02SY-Fv0

Planning to exit? Make sure to weigh your options! Scroll through to learn the pros and cons of popular exit strategies so you can make the best decision for your future. #ExitPlanning #BusinessExit #ExitStrategies #SuccessionPlanning #Entrepreneurship #EPI

Step into the future of exit planning at The 2025 Exit Planning Summit! We invite you to join us at the Sunseeker Resort in beautiful Charlotte Harbor, Florida, on May 4–6, 2025. The Exit Planning Summit is where the best advisors, top thought leaders, and industry innovators from around America come together. Whether you're trying to deepen your expertise, learn what's new and next, or network with your peer community, this is the place to be. Ready to make your mark in exit planning? Visit our website to learn more and register for the Summit today! ?? https://hubs.ly/Q02Rvkph0 #ExitPlanning #ExitPlanningInstitute #EPI #ExitPlanningSummit2025