Chicago

CHAPTER

The Chicago 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 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.

 

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National 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 are business owners?

Download the National Report

Upcoming Chapter Events


Holiday Networking Event

Holiday Networking Event

Network and connect with like-minded individuals within the exit planning industry this November.

NOV 30, 2022

The State of M&A

The State of M&A

This meeting will discuss the state of the
M&A market.

JAN 25, 2023

Afternoon with a Founder

Afternoon with a Founder

This meeting is a fireside chat with a local
business owner.

FEB 22, 2023

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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.

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Local Leadership


 

President

President

Shanda McFadden, CEPA
Merrill Lynch - The Oberlander Timmerwilke Group
P: (312) 696-7552

Email Shanda

Board Member

Board Member

Jeff Armstrong
Cultivate Advisors
P: (312) 656-5711

Email Jeff

Board Member

Board Member

Rakesh Parikh, CPA, CEPA, CMAA, MAFF
Pivot Capital LLC
P: (888) 585-9981

Email Rakesh

Board Member

Board Member

Maryann Czarnota, CPA, MST, CFF, FCPA, CVA, MAFF, CDFA, CEPA
Marcum LLP
P: (847) 282-6526

Email Maryann

Board Member

Board Member

Timothy Oliver, J.D.
Grogan, Heese &
Uditsky, P.C.
P: (630) 333-9459

Email Tim