Greater Chicago

CHAPTER

The Greater Chicago 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 Greater Chicago 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


Succession Planning and Case Studies

Succession Planning and Case Studies

This presentation discusses the importance of enterprise planning and buy sell agreements for closely held businesses as well as the planning considerations involved in creating these agreements.

OCT 16, 2019

Optimizing the Human Potential of M&A Transactions

Optimizing the Human Potential of M&A Transactions

Attend this session to listen to a panel of experts share best practices on managing the people challenges through the phases of a deal, along with the pre-planning required to help merging organizations ensure they optimize the human potential of the new organization.

NOV 05, 2019

 


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Local Leadership


 

President

President

Brett Spencer, MS, CFP, CEPA
D3 Financial Counselors LLC
P: (312) 526-3680

Email Brett

Vice President

Vice President

Barry Goodman, CEPA, CM&AA, CPA
SVA Value Accelerators
P: (312) 626-1820

Email Barry

Vice President

Vice President

Ed Nichols
Pernix Partners Inc
P: (312) 470-2260

Email Ed

Vice President

Vice President

Joy Mkrdichian
Golan & Christie LLP
P: (312) 263-2300

Email Joy