Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
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AUSTIN CHAPTER

The Austin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Austin 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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UPCOMING CHAPTER EVENTS

Ask the Experts Panel on Best Practices for Growth and Exiting with Attorney Joe Walsh, Investment Banker Larry Starks and CPA Robert Rogers
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In Person

Ask the Experts Panel on Best Practices for Growth and Exiting with Attorney Joe Walsh, Investment Banker Larry Starks and CPA Robert Rogers

October 11, 2023
How to Structure a Business Sale - Asset vs. Stock Sale?
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In Person

How to Structure a Business Sale - Asset vs. Stock Sale?

November 8, 2023
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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.

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LOCAL LEADERSHIP

SCORE YOUR BUSINESS

These three questionnaires by MAUS serve as powerful tools for assessing different aspects of your business and readiness to exit. Each questionnaire will walk you through several questions and provide you with a report. View more about the questionnaires and MAUS here: https://maus.com/cepa/

Personal Readiness Attractiveness Report Business Worth

DOWNLOAD TEXAS 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 is your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!

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CHAPTER RESOURCES

Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

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DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor (CEPA).

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