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.
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?
Upcoming Chapter Events
Creating a Successful Exit Planning Team
This program addresses the overlap when a business owner has several trusted advisors involved in the exiting process.
Successful Exits: Creating a Great Ending
History shows that at least 50% of acquisitions sour after the close. No ownership change is without struggles.
Business Owners’ Secrets & Exit Plans
Understanding the connection between the client’s business and personal values requires a trusted advisor.
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.
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Local Leadership
President
Mariann Montgomery, BCB, BCI, CBI, CEPA
Murphy Business & Financial Corporation
P: (214) 751-3901
