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CHICAGO CHAPTER

The Chicago 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 Chicago 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

Utilization of Life Insurance in Business Succession Planning
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Utilization of Life Insurance in Business Succession Planning

January 29, 2025
State of the M&A Market
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State of the M&A Market

February 26, 2025
Partnering with a Private Wealth Advisor for a Successful Business Exit
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Partnering with a Private Wealth Advisor for a Successful Business Exit

March 26, 2025
Case Study: Planning Your Exit and Maximizing Your Valuation
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Case Study: Planning Your Exit and Maximizing Your Valuation

April 30, 2025
EPI Summit Recap : A Panel Discussion
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EPI Summit Recap : A Panel Discussion

May 28, 2025
EPI Chicago June 2025 Strategic Insights: Market Trends & Trust
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EPI Chicago June 2025 Strategic Insights: Market Trends & Trust

June 18, 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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