Rocky Mountain

CHAPTER

The Rocky Mountain 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 Rocky Mountain 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 Survey

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


Rocky Mountain Awareness Event

Rocky Mountain Awareness Event

You are cordially invited to join us for an Exit Planning Awareness Event. Launching the Rocky Mountain Chapter!

APR 27, 2018

Successful Business Transitions

Successful Business Transitions

Make plans to join the Rocky Mountain chapter event being held during the month of May. Details to follow.

MAY 22, 2018

Pre-Sale Planning & Wealth Management

Pre-Sale Planning & Wealth Management

Make plans to join the Rocky Mountain chapter event being held during the month of June. Details to follow.

JUN 28, 2018

Avoiding Short End of a Buy-Sell

Avoiding Short End of a Buy-Sell

Make plans to join the Rocky Mountain chapter event being held during the month of August. Details to follow.

AUG 23, 2018

 


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Local Leadership


President

President

Holly Flores, PMP, CEPA
Quantive Business Valuations, LLC
P: (719) 602-4471 / (303) 396-4662

Email Holly

Vice President

Vice President

Gus Spaulding
U.S. Trust, Bank of America Private Wealth Management
P: (303) 575-5819

Email Gus

Vice President

Vice President

Wesley Weise, CFP
U.S. Trust, Bank of America Private Wealth Management
P: (303) 575-5811

Email Wesley

Chapter Advisor

Chapter Advisor

Dan Doran, CVA, CEPA
Quantive Business Valuations, LLC
P: (202)734-6490

Email Dan

Reinvent yourself in 2018 with exit planning.