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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.

UPCOMING CHAPTER EVENTS

Voice of the American Worker
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Voice of the American Worker

January 8, 2025
Estate Planning for Business Owners
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Estate Planning for Business Owners

February 5, 2025
Professional Advisor Social
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In Person

Professional Advisor Social

March 6, 2025
The 7 Deadly Sins of Closely Held Family Business Owners
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The 7 Deadly Sins of Closely Held Family Business Owners

April 2, 2025
Business Owner Round Table
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In Person

Business Owner Round Table

May 7, 2025
Essentials of Business Valuation
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In Person

Essentials of Business Valuation

June 4, 2025
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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.

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/

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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