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FORT LAUDERDALE CHAPTER

The Fort Lauderdale 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 Fort Lauderdale 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

Private Equity, Family Offices, Minority and Majority investing and Staging
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In Person

Private Equity, Family Offices, Minority and Majority investing and Staging

September 19, 2024
How to Effectively Join an Owner's Advisory Team/First Meeting with Owner
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In Person

How to Effectively Join an Owner's Advisory Team/First Meeting with Owner

October 10, 2024
How to Conduct a Triggering Event/Personal Financial Plan
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In Person

How to Conduct a Triggering Event/Personal Financial Plan

November 14, 2024
How to Handle an Owner's Objections to Exit Planning/Owner Conflicts
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In Person

How to Handle an Owner's Objections to Exit Planning/Owner Conflicts

December 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

MEMBER DIRECTORY

Interested in becoming a member? Check out our two options below. 

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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