Cincinnati

CHAPTER

The Cincinnati 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 Cincinnati 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


I Wish I Knew Then...

I Wish I Knew Then...

When is the right time to exit? Do you have the right advisor team around you?

NOV 30, 2022

ESOPs

ESOPs

High-level, what is an ESOP, and
how does it work?

JAN 25, 2023

March Madness Happy Hour

March Madness Happy Hour

This is a social event to provide attendees a forum to network and engage in individual conversations.

MAR 16, 2023

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Local Leadership


 

President

President

Tyler Holocher, CEPA, CFP
UBS Financial Services
P: (859) 912-9963

Email Tyler

Leadership Team

Leadership Team

Griffin Hurd, CPA
Brixey & Meyer
P: (513) 247-3770

Email Grffin

Leadership Team

Leadership Team

Matt Jensen
ArkMalibu
P: (513) 583-5413

Email Matt

Leadership Team

Leadership Team

Matthew Miller, Attorney at Law
Katz Teller
P: (513) 977-3423

Email Matthew

Leadership Team

Leadership Team

David Tramontana, Area President
FocusCFO
P: (937) 371-2767

Email David

Leadership Team

Leadership Team

William Wersel
First Financial Banking
P: (513) 832-6403

Email William

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