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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Our Panelists

Craig Doescher - Founder & Exit Advisor, Doescher Group

Greg Merrill - Wealth Management Financial Advisor, The Shantz Mantione Group (UBS)

Catherine Juon - Certified EOS Implementer

Learn from fellow CEPAs and members of the Southeast Michigan EPI Chapter board as they share how the Entrepreneurial Operating System (EOS) supports growth in their firms and for their clients. Certified EOS Implementer Catherine Juon will interview Craig and Greg, fellow CEPAs and members of the Southeast Michigan EPI Chapter board. They will share how the Entrepreneurial Operating System (EOS) supports substantial growth in their firms and for their clients.

  • Understand the value of utilizing the Entrepreneurial Operating System (EOS) in your CEPA business.
  • Learn why CEPAs recommend EOS. Discover the secret value of EOS in creating freedom and flexibility for founders and partners.
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