Southern Nevada

CHAPTER

The Southern Nevada 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 Southern Nevada 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


Managing Risk and Liability in a Sale

Managing Risk and Liability in a Sale

Mitigation is the name of the game in any sale of the business. Knowing your advisors and their liability limits.

MAR 22, 2018

Connecting Personal & Business Estate

Connecting Personal & Business Estate

Most of a business owner’s time is developing their business plans and they neglect personal planning.

APR 19, 2018

Aligning Personal Wealth & Company Strategy

Aligning Personal Wealth & Company Strategy

Learn how to do an initial assessment of company strength and value.

MAY 17, 2018

How Do We Handle the Crisis?

How Do We Handle the Crisis?

We will review the fears, the attempts to avoid and the dismissal of crisis events and how to handle them.

JUN 21, 2018

 


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Local Leadership


 

President

President

Bob Glaser, CEPA
BNY Mellon Wealth Management
P: (702) 944-7153

Email Bob

VP Membership

VP Membership

Scott Bulloch, CEPA
Creel Printing, LLC
P: (702) 471-0030

Email Scott

VP Sponsorships

VP Sponsorships

Robert Anderson
Snell & Wilmer
P: (702) 784-5386

Email Robert

Reinvent yourself in 2018 with exit planning.