Capital Region

CHAPTER

The Capital Region Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: The purpose of the EPI Capital Region Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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National State of Owner Readiness Report

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Download the National Report

Upcoming Chapter Events


Cashed Out Owners

Cashed Out Owners

The Capital Region Chapter meets every month for continuing education and networking. Mark your calendar and plan to attend.

SEP 19, 2018

Succession Planning

Succession Planning

The Capital Region Chapter meets every month for continuing education and networking. Mark your calendar and plan to attend.

OCT 17, 2018

November Event

November Event

The Capital Region Chapter meets every month for continuing education and networking. Mark your calendar and plan to attend.

NOV 28, 2018

EPI Process

EPI Process

The Capital Region Chapter meets every month for continuing education and networking. Mark your calendar and plan to attend.

DEC 19, 2018

 


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succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Dan Doran CEPA, CVA
Quantive Business Valuations
P: (202) 734-6490

Email Dan

Vice President

Vice President

Ben Rodgers, CEPA, J.D.
BNY Mellon Wealth Management
P: (202) 624-7933

Email Ben