The Arizona 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 Arizona 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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2017 Arizona State of Owner Readiness

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 is the local Arizona marketplace to succeed?

Download the 2017 Arizona Report

Upcoming Chapter Events

A World of Real Estate Expertise
Breakfast Social

Breakfast Social

The Arizona Chapter of the Exit Planning Institute invites our exit professionals to mix and mingle over coffee or breakfast at Scramble.

NOV 07, 2019


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Local Leadership




Rick Wilcox, PE, PS, CMAA, CEPA
Point North Group, LLC
P: (480) 659-9771

Email Rick

Vice President

Vice President

Norman Lemus, CPWA, CRPC, CEPA
UBS Financial Services
P: (602) 667-8149

Email Norm



Rick Lopez, JD
Weiss Brown
P: (480) 327-6654

Email Rick

Reinvent yourself with exit planning.