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


Effective Sales Funnel Management for Advisors

Effective Sales Funnel Management for Advisors

Learn from EPI VP Scott Snider on effective strategies for building success into your exit planning line of service.

JUN 26, 2018

Engaging Strategies: How-To Move Things Forward

Engaging Strategies: How-To Move Things Forward

What are the typical client hold ups? Learn best practices to address resistance and activate excitement in engagement.

JUL 31, 2018

Greater Chicago August Event: Save-the-Date

Greater Chicago August Event: Save-the-Date

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

AUG 28, 2018

Greater Chicago September Event: Save-the-Date

Greater Chicago September Event: Save-the-Date

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

SEP 18, 2018

Greater Chicago October Event: Save-the-Date

Greater Chicago October Event: Save-the-Date

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

OCT 30, 2018

EPI Chicago CEPA Fall Networking Social

EPI Chicago CEPA Fall Networking Social

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

NOV 13, 2018

 


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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

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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

Reinvent yourself in 2018 with exit planning.