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


Graceful Exits: An Exit Planning Simulation Game

Graceful Exits: An Exit Planning Simulation Game

A "game" that teaches the Value Acceleration Methodology, how to apply it, and your role in the process.

FEB 22, 2018

Owner Engagement Workshop Series: Kolbe MO Team Session

Owner Engagement Workshop Series: Kolbe MO Team Session

Everyone has a performance sweet spot – a mode of operation (MO) – that drives success when focused.

APR 19, 2018

Join the EPI Arizona Chapter Spring Social Mixer

Join the EPI Arizona Chapter Spring Social Mixer

Open to all AZ advisors that work within the exit planning profession. Sponsored by First Western Trust.

APR 19, 2018

Beyond the Numbers: The Emotional Impact of Selling

Beyond the Numbers: The Emotional Impact of Selling

Creating customized financial plans & investment strategies to help clients realize retirement goals is critical

MAY 24, 2018

 


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Local Leadership


 

President

President

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

Email Kim

Vice President

Vice President

Russell Bucklew, CFP, CEPA
MRA Associates
P: (702) 479-2799

Email Russell

Vice President

Vice President

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

Email Rick

Vice President

Vice President

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

Email Matt

Vice President

Vice President

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

Email Chad

Vice President

Vice President

Oksana Komarnyckyj, MBA, JD
IBG/Fox & Fin
P: (480) 421-9532

Email Oksana

Vice President

Vice President

Michelle Tran, JD
Clark Hill, PC
P: (480) 685-7227

Email Michelle

Vice President

Vice President

Bruce Black, CM&AA
IBG/Fox & Fin
P: (480) 327-6619

Email Bruce

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