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.
DOWNLOAD TEXAS 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 is your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!
Upcoming Chapter Events
Business Owner Wealth Planning and Exit Strategies
The presentation will cover key wealth transfer techniques for moving wealth to the next generation, including grantor retained annuity trusts, sales to intentionally defective grantor trusts, direct gifts, and charitable remainder trusts.
Preparing for Business Transition
Attend this session to learn about the essential elements prudent for business owners to understand when planning for a business transition.
Decision:
Sell or Keep Going?
Join the discussion to talk about when it is time for a business owner to sell or keep going.
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Local Leadership
Vice President
Ray Croff, CEPA, CAP, ChFC, CLU, RFC
Mobius Financial Advisors
P: (940) 391-5336
