2026 EXIT PLANNING SUMMIT AGENDA
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Our Panelists
Craig Doescher - Founder & Exit Advisor, Doescher Group
Greg Merrill - Private Wealth Advisor, The Shantz Mantione Group (UBS Private Wealth Management)
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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