Skip to content

The Exit Planning Institute is pleased to present a member of EPI's Alliance Partner Network: PMI Advisors (PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to help retiring Baby Boomer Business-Owners prepare their companies for sale, while assisting in operational improvements along the way.

In offering their companies for sale, business owners unknowingly often fall prey to a number of mistakes that can affect their companies’ values, while also complicating the business sale process.  In sports, the team that makes the fewest mistakes is often the team that wins.  This webinar provides valuable insight to business owners contemplating a sale in the coming years of ways to maximize their economic reward by avoiding common, but potentially costly mistakes.

Unique to the EPI network, PMI stays strictly focused on business operations. Positioned to augment you as the trusted advisor (not displace), PMI drives enterprise improvements that prep the business for a successful sale while looking to the Certified Exit Planning Advisor (CEPA) managing the engagement to lead the personal, wealth, and financial vision for the owner. Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI employs 40 team members and experts across a wide spectrum of business functional areas.

Forward to a Friend
Scroll To Top