EPI Pittsburgh Chapter

Next week, we're talking about the most important part of your business plan... How to actually get it done. Take action and start working the plan! https://lnkd.in/eCyMA8f9 #valuacceleration #exitplanning #Pittsburgh Andrew Bianco Jr., CPA, MT Jim Carlisle Mike Colella Louis V. Colella, CPA, PFS, CFP®, CEPA Michael Halperin Al Lorenzi, CEPA "DAN the ESOP MAN" Zugell

You know the journey of Value Acceleration doesn't stop after building value—it’s about reaching full Value Maturity. The five stages—Identify, Protect, Build, Harvest, and Manage—guide your clients from growing value to managing it for a lifetime. Are you ready to guide your clients through these stages? Dive deeper into the Value Acceleration Methodology and make a lasting impact today! #CEPA #ValueMaturity #WalkingToDestiny

Building a successful exit plan is like building a sturdy stool: it needs three strong legs.🪑 As CEPA’s, you know our Value Acceleration Methodology starts with The Three Legs of the Stool: 1. Your business plan 2. Your personal plan 3. Aligned financial goals Are you effectively balancing you and your clients' business, personal, and financial goals? Share your success stories and tips with the community. Let's elevate the exit planning industry together! #CEPA #exitplanning #valueacceleration

If you're interest in how we can help business owners grow the value of their businesses, and dramatically increase their readiness for business succession, transition or exit, this session should not be missed! EPI Pittsburgh Chapter

Are you ready to take your expertise to the next level? Our upcoming event is designed to provide you with cutting-edge insights, powerful strategies, and valuable connections that will help you succeed in the ever-evolving world of exit planning. Don't miss out on this opportunity to grow your knowledge and expand your network. Use the link below to register! https://hubs.li/Q02MzxHH0

September has arrived, and with that, the time when most of us begin thinking about our business plans for the upcoming year. But how do you actually execute on these? Join us in just a few weeks on September 26th to learn more! https://lnkd.in/ePWEvVak #ValueAcceleration #Pittsburgh #ExitPlanningInstitute Louis V. Colella, CPA, PFS, CFP®, CEPA Mike Colella Michael Halperin Jim Carlisle "DAN the ESOP MAN" Zugell Andrew Bianco Jr., CPA, MT Sean Gibbon, CPA/PFS, CFP®, CEPA Al Lorenzi, CEPA

Labor Day isn't just about the long weekend - it's a reminder of the hard work and dedication that drives our businesses forward. 🛠️ For business owners, it's also a crucial time to reflect on the future. Are you prepared for what's next? Honor this Labor Day by making sure your business thrives today and beyond! #LaborDay #ExitPlanning #ValueAcceleration

Effective succession planning is vital for maintaining business continuity and achieving long-term goals. Learn about the key factors to consider in our post, to prepare your business for a seamless transition. #SuccessionPlanning #BusinessManagement

Our Business Growth and Transitions team has been named as a finalist for the WealthManagement.com "Wealthies" for 2024. Listed in the Individual RIA Client Initiative category, we're proud to have shown the industry the value we offer our clients when transitioning their business and planning for the future. Managing Director of the Business Growth and Transitions team, Louis V. Colella, CPA, PFS, CFP®, CEPA, has shared his excitement about being named a finalist, saying, "It's a huge honor for our firm to be recognized by such a prestigious industry awards program." No compensation was provided to obtain or market this award. #Wealthies #WMIA https://lnkd.in/gPZzDavM

Thank you to everyone who made it out last Thursday, and a BIG thank you to Brouse McDowell LPA for sponsoring the summer networking event! It’s so encouraging to see such an engaged community this early in our chapter’s history. Our next event will be on September 25th. See you there! https://lnkd.in/e5K7_zer #Networking #ExitPlanningInstitute #Mahoning #Shenango Chris Colella Louis V. Colella, CPA, PFS, CFP®, CEPA Dave Eichenlaub Matthew Caiazza Vernard Richberg, CBA Wiley Runnestrand Kimberly Humphreys Dyer Sean Gibbon, CPA/PFS, CFP®, CEPA "DAN the ESOP MAN" Zugell Bill Vennetti Brian Coulter