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CENTRAL OHIO CHAPTER

The Central Ohio 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 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.

UPCOMING CHAPTER EVENTS

Exit Planning is Not What You Think: Chapter Launch Event
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Chapter

Exit Planning is Not What You Think: Chapter Launch Event

January 21, 2025
Opening Conversations with Business Owners
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In Person

Opening Conversations with Business Owners

February 25, 2025
EPI Central Ohio Spring Happy Hour
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In Person

EPI Central Ohio Spring Happy Hour

March 18, 2025
5 Conversations That Drive Business Succession Planning
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In Person

5 Conversations That Drive Business Succession Planning

April 22, 2025
Conversations Applied
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In Person

Conversations Applied

May 20, 2025
EPI Central Ohio Summer Happy Hour
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In Person

EPI Central Ohio Summer Happy Hour

June 17, 2025
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
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In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

September 23, 2025
Building the Exit Advisory Team and Board
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In Person

Building the Exit Advisory Team and Board

October 21, 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

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?

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