state-texas

DALLAS CHAPTER

The Dallas 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 Dallas 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

Improving your AIM with The Exit Planning Institute Dallas Chapter
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In Person

Improving your AIM with The Exit Planning Institute Dallas Chapter

July 23, 2024
A Roadmap for Success in Family Transitions; Estate Plan and Charitable Giving
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In Person

A Roadmap for Success in Family Transitions; Estate Plan and Charitable Giving

September 17, 2024
Helping Your Clients Retain More from Value Acceleration - Business Success
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In Person

Helping Your Clients Retain More from Value Acceleration - Business Success

October 15, 2024
Market Update – Owner Readiness and Attractiveness
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In Person

Market Update – Owner Readiness and Attractiveness

November 12, 2024

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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

DOWNLOAD TEXAS 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 is your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!

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