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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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


Creating a Successful Exit Planning Team

Creating a Successful Exit Planning Team

This program addresses the overlap when a business owner has several trusted advisors involved in the exiting process.

MAR 09, 2018

Successful Exits: Creating a Great Ending

Successful Exits: Creating a Great Ending

History shows that at least 50% of acquisitions sour after the close. No ownership change is without struggles.

APR 13, 2018

Business Owners’ Secrets & Exit Plans

Business Owners’ Secrets & Exit Plans

Understanding the connection between the client’s business and personal values requires a trusted advisor.

MAY 11, 2018

North Texas Exit Planning Social

North Texas Exit Planning Social

Come join the EPI North Texas Chapter and its local members at Nick and Sam’s for a networking social event.

JUN 07, 2018

 


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EPI provides leading advisors the best content in the exit and
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

Mariann Montgomery, BCB, BCI, CBI, CEPA
Murphy Business & Financial Corporation
P: (214) 751-3901

Email Mariann

Membership

Membership

Betty Schnaufer
Murphy Business & Financial Corporation
P: (214) 751-3916

Email Betty

Events

Events

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

Email Mark

Thank You to Our Sponsors


 

Reinvent yourself in 2018 with exit planning.