Central Ohio

CHAPTER

The Central Ohio 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 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.

 

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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?

Download the National Report

Upcoming Chapter Events


Central Ohio CHAPTER LAUNCH

Central Ohio CHAPTER LAUNCH

Attend this chapter launch to learn from Exit Planning Institute CEO, Christopher Snider, how to help to change the outcome for business owners by identifying, protecting, building, harvesting, & managing business wealth.

OCT 08, 2019

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Local Leadership


 

President

President

Joshua Curtis
CEPA
Footprint Capital
P: (614) 327-8746

Email Joshua

Vice-President

Vice-President

Darren Cherry
CEPA
FocusCFO
P: (740) 816-0556

Email Darren

Vice-President

Vice-President

Renee Milyiori
CFP®, CEPA, CRPC®
J.P. Morgan Private Bank
P: (614) 248-3810

Email Renee

Vice-President

Vice-President

Isaiah Stidham
CPA, CFP®, CEPA
Budros, Ruhlin & Roe
P: (614) 481-6900

Email Isaiah

Vice-President

Vice-President

Kaz Unalan
CPA, CEPA
GBQ Partners
P: (614) 947-5309

Email Kaz

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