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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RELEASING 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 at the event when we release the 2018 Texas State of Owner Readiness Report!

Explore the results live with expert insights from industry leader, Eric Czepyha, on Thursday, October 11 in Dallas:

Attend the Owners Forum

Upcoming Chapter Events


2018 North Texas Owners Forum

2018 North Texas Owners Forum

Attend the inaugural 2018 North Texas Owners Forum and release of the State of Owner Readiness™ findings. Register now.

Oct 11, 2018

CEO Real Tales in Exit Planning

CEO Real Tales in Exit Planning

We often learn the importance of heeding that the best business transition advice comes from exited business owners.

Oct 12, 2018

Disposition/Acquisition Funding Options

Disposition/Acquisition Funding Options

Learn about the types of funding available for companies plus typical terms and expectations of the funding sources.

Nov 09, 2018

2018 North Texas Holiday Party

2018 North Texas Holiday Party

Join us with EPI North Texas Chapter & Texas Association of Business Brokers. Network, collaborate, and celebrate!

Dec 11, 2018

 


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succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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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

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