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DENVER CHAPTER

The Denver 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 Denver 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

Strategic Insights: 2023 National State of Owner Readiness
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In Person

Strategic Insights: 2023 National State of Owner Readiness

June 25, 2024
Denver EPI Networking Social
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In Person

Denver EPI Networking Social

July 23, 2024
How to Conduct a Triggering Event
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Virtual

How to Conduct a Triggering Event

August 27, 2024
Business Owner Panel - Stories of Excellence
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In Person

Business Owner Panel - Stories of Excellence

September 24, 2024
Leveraging Your CEPA Credential: Innovations for Rapid Revenue Acceleration
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In Person

Leveraging Your CEPA Credential: Innovations for Rapid Revenue Acceleration

October 22, 2024
How to handle an Owner's Objection to Exit Planning
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Virtual

How to handle an Owner's Objection to Exit Planning

November 26, 2024
Should We Keep Talking
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In Person

Should We Keep Talking

December 3, 2024

PREVIOUS VIRTUAL CHAPTER EVENTS

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Colorado State of Owner Readiness Survey

This year we asked business owners about their transition teams, business exit timelines, and the importance of a transition strategy. The data in the report highlights the importance of educating business owners about exit options. After reading the report, professional advisors should apply the results to their practice and utilize this valuable information about emerging client markets. 

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