Central Indiana

CHAPTER

The Central Indiana 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 Central Indiana 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

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 Indiana marketplace to succeed?

Download the National Report

Upcoming Chapter Events


Family Dynamics and Business Exits

Family Dynamics and Business Exits

What happens when the next generation doesn’t share the same vision for the family business?

FEB 15, 2018

Graceful Exits: Exit Planning Simulation

Graceful Exits: Exit Planning Simulation

Discover how you, as an advisor, can help your client on their journey to finish strong gracefully.

MAR 15, 2018

Tax Considerations in Exiting a Business

Tax Considerations in Exiting a Business

Obtain an understanding of the tax considerations associated with a sale of the business.

MAY 10, 2018

 


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Local Leadership


President

President

Edwin Mysogland, CEPA
Legacy Transition Advisors
P: (800) 430-1442

Email Ed

Vice President

Vice President

Steven Young, CEPA
UBS Financial Services
P: (317) 816-1830

Email Steven

Vice President

Vice President

Mark Leyden
Mark Leyden & Associates
P: (317) 566-2191

Email Mark

Vice President

Vice President

Mike Hutson, CEPA
Edge Financial Strategies LLC
P: (317) 691-6811

Email Mike

Vice President

Vice President

Tony Iacobucci
Raymond James
P: (317) 376-3832

Email Tony

Thank You to Our Partner