EPI Mahoning-Shenango Valley Chapter

I'm heading out to lead a workshop focused on designing a personal life that promotes incredible fulfillment and powerful impact, especially during and after a significant business transition. A heartfelt thank you to the Exit Planning Institute and the EPI Mahoning-Shenango Valley Chapter for giving me the chance to share the insights I’ve gained from navigating my own challenging business exit. #4thstrategicplan

Pittsburgh Business Owners and Leaders: What would it mean for your business if your team was fully aligned and accountable? I am co-hosting a 4 Hour executive workshop at PNC Park, where you’ll gain powerful insights into EOS? (Entrepreneurial Operating System) and learn how to create more traction in your business. ? Deep dive into hiring and retaining the right people in the right seats. ? Connect with like-minded leaders in an exclusive setting ? Take in incredible views while elevating your leadership strategy Whether you’re curious about EOS?, self-implementing, or looking for proven strategies to build a stronger team, this workshop is designed for you. Space is limited—reserve your spot today using this link: https://lnkd.in/eJVWCiPN EOS Worldwide Lloyd Wolf, Tim Tannert, Michael Halperin, Kevin Asti Shoutout to our sponsors: Andocia Marketing Solutions KeyBank Matthew Caiazza Ninety AllianceBernstein Cozza Law Group PLLC Grossman Yanak & Ford LLPCTR Payroll | HRFocusCFO? Supporting Strategies, Midnight Blue Technology ServicesJaclyn BeattyJill Yahnite "DAN the ESOP MAN" Zugell, JFS Wealth Advisors, Franklin Nova Group, Insperity #Leadership #EOS #Entrepreneurship #Hiring #BusinessGrowth

https://lnkd.in/gUvBKBMd Highly valuable film for people interested in smart investing in a noisy world. #smartmoney

Last week we officially launched the Drive Value platform with our DriveValue.com car which will be on track competing at Nashville Superspeedway in the NASCAR Cup Series on June 1! My friend Justin Goodbread I think captured DriveValue.com the best when he said...Drive Value is not just a marketing move, it is a statement. A declaration that business owners deserve to be recognized, celebrated, and given the tools to build their companies the right way. EPI is building a movement. A movement towards supporting business owners in the creation of Significant Companies. A company that is highly valuable, transferable, ready, and attractive that is aligend to the owners business, personal, and financial goals. A company that is not just concentrated on more revenue growth and income generation, but value creation and lasting legacy. For the business owners and their teams, DriveValue.com becomes the location for all the best information on who to build that significant company. If you want to learn how to do it, hit DriveValue.com. Check it out at www.DriveValue.com Recap of launch party at https://lnkd.in/etAme2NB #drivevalue #exitplanning #exitstrategy #businessowners #businessadvisors #businessgrowth #valuecreation #valuegrowth #financialplanning #personalplanning

211 new advisors joined our February 2025 graduating class! Read our latest blog to learn who they were and celebrate their achievements in the comments below! https://hubs.li/Q03dlHtF0 #CEPA #ExitPlanning #FinancialPlanning

At JFS Wealth Advisors, we understand that managing family wealth comes with unique challenges. Our Family Wealth Services help you protect, grow, and pass on your legacy with thoughtful strategies. Whether it’s coordinating with other professionals or guiding you through tax planning, we support you every step of the way. Together, we’ll create a plan aligning with your values and goals for future generations. https://lnkd.in/ehUfuspS #familywealthservices #financialplanning

You raised it from nothing. Fed it. Fought for it. Built it with your own hands. Now it’s gone. And the house is quiet. No fires to put out. No calls to return. No team waiting on your lead. Just space. And silence. And a strange kind of ache. This is the part no one tells you about. The part after the deal closes. After the champagne. After the money clears. You think you’re ready. But you’re not. Because exit isn’t just a transaction. It’s a separation. Like sending your last kid off to college— Proud. Relieved. Lonely. If you’re planning to sell, Start preparing your life —not just your balance sheet. Freedom feels different when the nest is empty. #4thstrategicplan

Tomorrow is our chapter event and we can’t wait to see you there! Don’t worry – there is still time to reserve your seat if you haven’t already. Join us as we hear from industry expert Scott Couchenour! Don’t miss out – secure your spot by registering now! https://hubs.li/Q02YJn8p0 #EPI #ExitPlanning #CEPA

Tomorrow is our chapter event and we can’t wait to see you there! Don’t worry – there is still time to reserve your seat if you haven’t already. Join us as we hear from industry expert Scott Couchenour! Don’t miss out – secure your spot by registering now! https://hubs.li/Q02YJn8p0 #EPI #ExitPlanning #CEPA

For two decades, EPI has been shaping the future of exit planning. This year’s Annual Exit Magazine issue goes beyond the numbers. Instead, we are tackling the hard-to-talk-about topics in exit planning. From relationship building and mental health to caring for yourself post-exit, this is your guide to navigating the harder side of transition. 20 years got us here. Where will the next 20 take you? Read now at https://hubs.li/Q037nTSJ0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning