North Texas

CHAPTER

The North Texas 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 North Texas 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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OPEN NOW: 2018 TEXAS 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 North Texas marketplace to succeed?

Take the 2018 Texas Survey Now

Upcoming Chapter Events


Preparing for the Due Diligence Process

Preparing for the Due Diligence Process

The due diligence process can often overwhelm sellers and their advisers who need to focus on the key aspects of the deal.

Jul 13, 2018

Exit Planning Philanthropic Strategies

Exit Planning Philanthropic Strategies

Leveraging Philanthropic Strategies for a Better Exit Plan. Learn the tangible benefits of doing good while doing well.

Aug 10, 2018

52+ Ways to Add Value to a Business

52+ Ways to Add Value to a Business

There are many small things business owners can do today to increase value outside of growing the business.

Sep 14, 2018

2018 North Texas Owners Forum

2018 North Texas Owners Forum

Save-the-date for the inaugural North Texas Owners Forum and release of the State of Owner Readiness™ findings.

Oct 11, 2018

Save-the-Date: Oct 12 Meeting

Save-the-Date: Oct 12 Meeting

Mark your calendar for the North Texas Chapter Meeting in October. Details and preregistration coming soon!

Oct 12, 2018

Save-the-Date: Nov 09 Meeting

Save-the-Date: Nov 09 Meeting

Mark your calendar for the North Texas Chapter Meeting in November. Details and preregistration coming soon!

Nov 09, 2018

 


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Local Leadership


 

President

President

Ronald W. Salmon, CPA, CEPA
Salmon Sims Thomas
P: (972) 392-1143

Email Ron

Vice President

Vice President

Mark Winger, CFA, CPA/ABV, ASA
Gordon Brothers-AccuVal
P: (469) 287-2760

Email Mark

Vice President

Vice President

James L. Bartlett
B2B CFO®
P: (817) 505-5453

Email Jim

Thank You to Our Sponsors


 

Reinvent yourself in 2018 with exit planning.