North Texas Exit Planning Social


North Texas Exit Planning Social

Join the North Texas Exit Planning Summer Social and make connections with top colleagues in the local marketplace.  Exit planning is cross-functional and attracts high caliber advisors from across all disciplines, so if you are looking for a group to expand your network with complementary professionals, make plans to join us in June!


Welcome to the new EPI North Texas Leadership Team!

Mix and mingle with the new EPI North Texas Chapter President, Ron Salmon, alongside the North Texas leadership team and other quality advisors from the Dallas/Fort Worth area.

Register now and get $10 off your registration!

*Early bird discount ends June 4.


Thank you to our Sponsors:


Special Acknowledgement: Thank you, Mariann Montgomery!

EPI Global would like to thank Mariann Montgomery and her excellent team for many years of leadership as the EPI North Texas Chapter President! The Chapter has thrived under your stewardship and we look forward to your involvement and insights on a local, regional, and national level for years to come.




This networking social will be held at Nick & Sam’s.

Address: 8111 Preston Rd, Dallas, Texas 75225


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting