• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Mar, 24

FocusCFO Heads to the 2024 EPI Summit!


FocusCFO is proud to announce our partnership with the Exit Planning Institute for their 2024 Exit Planning
Summit April 28-30, 2024, in Marco Island, Florida.

The EPI Summit: Where Business Owners and Advisors Connect

The EPI Summit is a premier event for top advisors, their teams, and business owners. It's a chance to share experiences, build relationships, and discover innovative solutions for navigating the exit planning process.

FocusCFO: Helping You Achieve a Smoother Exit with Embedded CEPA Partners

As a proud partner of the EPI, FocusCFO is committed to empowering business owners with the tools and strategies they need for a successful exit. At the Summit, you'll have the opportunity to:

  • Attend our Learning Lab: Get a behind-the-scenes look at "Value Acceleration with FocusCFO – Embedded CEPAs in Action" on Sunday, April 28th from 2:00-2:20 PM.
  • Catch our Demo Stage Presentation: Join us for "A Smooth Exit with Watershed Distillery" on Tuesday, April 30th from 2:10-2:20 PM.
  • Connect with Us at Booth 16: Our team will be available all day from April 28th to 30th to answer your questions and discuss how FocusCFO can support your exit planning journey.

Join Us in Paradise!

The Summit takes place at the luxurious JW Marco Island Beach Resort, offering a beautiful beachfront setting for networking and learning. 

Don't miss this exciting event! Register for the Exit Planning Summit and mark your calendar to visit FocusCFO at Booth 16. We look forward to seeing you there!