Kentuckiana

CHAPTER

The Kentuckiana 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 Kentuckiana 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 national marketplace to succeed?

Download the National Report

Upcoming Chapter Events


Kentuckiana Chapter Launch

Kentuckiana Chapter Launch

Join us for the first meeting in the region! Meet EPI CEO Christopher Snider and hear how "Exit Planning is Not What You Think."

SEP 12, 2018

Creating Real Business Value

Creating Real Business Value

Explore the personal journey in a family business struck with tragedy that was missing the elements of a successful business strategy.

OCT 17, 2018

Tax Reform: Key Overview

Tax Reform: Key Overview

Explore critical provisions made to comprehensive tax reform in 2017 and what business owners need to know to succeed.

NOV 14, 2018

 


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Local Leadership


 

President

President

Kellie Sheryak, CEPA
UBS Financial Services, Inc.
P: (502) 420-7651

Email Kellie

Vice President

Vice President

Patrick Schmidt, CPA, JD
Tilford Dobbins & Schmidt, PLLC
P: (502) 584-1000

Email Patrick

Vice President

Vice President

Mike Wade, CPA
Blue & Co., LLC
P: (502) 992-2597

Email Mike

Vice President

Vice President

Lewis Rudy
Rudy & Associates
P: (502) 821-5350

Email Lewis

Vice President

Vice President

John Daly, CFP, AAMS, CRPC, CEPA
UBS Financial Services, Inc.
P: (502) 420-7632

Email John

Reinvent yourself in 2018 with exit planning.