Northeast Ohio

CHAPTER

The Northeast Ohio 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 Northeast Ohio 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.

 

Attend an Event Meet the Leaders Join Email List

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


TED Talks - Here's a Pile of Money, Now What?

TED Talks - Here's a Pile of Money, Now What?

Brief talks on helping clients manage their new found wealth including charitable giving, estate planning and financial planning.

APR 9, 2019

Fun Networking & Team Building Including Bocce

Fun Networking & Team Building Including Bocce

We hope you can join us for an evening of networking and bocce at Pinstripes for the Northeast Ohio fun networking and team building event.

MAY 13, 2019

Don't Retire from <br> - Retire to

Don't Retire from
- Retire to

Attend this session to learn four different ways to help clients visualize and actualize their next chapter of their life after ownership.

JUN 11, 2019

Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Local Leadership


 

President

President

Mike Trabert
CPA, CVA, CMAP, CEPA, CM&AA
Skoda Minotti
P: (440) 605-7128

Email Mike

Vice President

Vice President

Michael Ella
CPA, CEPA
Key Private Bank
P: (216)689-3663

Email Michael

Vice President

Vice President

Bobby Kingsbury

MCM Capital Partners
P: (216) 514-1843

Email Bobby

Vice President

Vice President

Eric Schwarz
CEPA, CFP
BNY Mellon Wealth Management
P: (440)752-0495

Email Eric

Vice President

Vice President

Steven Sneiderman
JD, CEPA
The Sneiderman Law Firm LLC
P: (440) 591-3491

Email Steve

Vice President

Vice President

Amy Wirtz
JD, CEPA
Family and Business Success, LLC
P: (216) 363-1313

Email Amy