Arizona

CHAPTER

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


Grow or Exit: Deciding Between Selling & Capital Raising

Grow or Exit: Deciding Between Selling & Capital Raising

An interactive review of two contrasting LOIs! Distinguish key considerations between selling versus raising capital.

SEP 27, 2018

EPI Arizona CEPA Fall Networking Social

EPI Arizona CEPA Fall Networking Social

CEPA® is in town! EPI Global, alongside EPI Arizona, invites you to mix and mingle at a local hotspot. Preregister now.

OCT 16, 2018

The EPI Model: Advisor Recommendations from Start to Finish

The EPI Model: Advisor Recommendations from Start to Finish

Participants are divided into 6 groups with one advisor (assigned in advance) as "the owner" with back story.

OCT 25, 2018

Save the Date: November Event

Save the Date: November Event

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

NOV 08, 2018

 


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Local Leadership


 

President

President

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

Vice President

Vice President

Randal Breaux, CEPA
AscendConsulting.com
P: (713) 582-1419

Email Randal

Vice President

Vice President

Chad Maze, AWMA
First Western Trust - Phoenix
P: (602) 224-7600

Email Chad

Member

Member

Kimberle Dyer, MBA, CEPA
Keystone Capital Management Group
P: (623) 299-9710

Email Kim

Member

Member

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

Email Rick

Member

Member

Matt Walker, CPA
MRA Associates
P: (602) 759-8770

Email Matt

Member

Member

Kurt Cretors, MBA, CEPA, AWMA
SC Financial Services
P: (480) 214-9596

Email Kurt

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