Capital Region
CHAPTER
The Capital Region 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 Capital Region 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 Report™
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 are business owners?
Upcoming Chapter Events
The Ins and Outs of ESOPs
ESOP’s are often viewed as “tax incentive centric” – and as such we’ll discuss tax considerations (and post-tax deal proceeds) for both S-Corps and C-Corps. Attend this session to learn from an ESOP expert.
Cashed Out Owners: Entrepreneurs That Have “Been There, Done
Join us to hear real stories from business owners who made the decision to exit their business. This is your opportunity to learn what goes through the mind of an owner when exiting their business and what the compelling drivers are.
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