Central Ohio Chapter

Chapter Purpose: The purpose of the EPI Central Ohio 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.

In Person

Engaging Business Owners with Purpose

July 21, 2026

In Person

Beyond the Deal: Why Personal Planning Is the Key to a Successful Exit

August 18, 2026

In Person

The Structure of a Deal: Common Pitfalls to Avoid

September 22, 2026

In Person

Tax Strategies Before the Sale: Planning Ahead to Minimize the Tax Burden

October 20, 2026

In Person

Inside the Owner’s Exit Journey

November 10, 2026

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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?