Fort Lauderdale

CHAPTER

The Fort Lauderdale 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 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.

 

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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 State of Owner Readiness Report

Upcoming Chapter Events


Chapter Launch Event

Chapter Launch Event

We are pleased to announce the launch of the Fort Lauderdale Chapter of the Exit Planning Institute! Our first event will be on February 21, 2023 at 5:00 P.M. – 6:30 P.M. EST at The Tower Club Fort Lauderdale.

FEB 21, 2023

Exit Options Analysis

Exit Options Analysis

Business owners have multiple ways in which to exit their company. In this session we will show advisors the pros and cons of each of the
seven major exit options for a
business owner.

MAR 29, 2023

Life After Business

Life After Business

In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.

APR 26, 2023

Social Event

Social Event

Network and connect with like-minded individuals within the exit planning industry this May at the Fort Lauderdale Yacht Club.

MAY 31, 2023

 


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Local Leadership


 

President

President

Michael Desiato, CPA, CExP, CFP, CEPA, CVGA
Business Transition Specialists
P: (305) 794-9058

Email Michael

Vice President

Vice President

Peter Aronstam

Aronstam CFO
P: (954) 260-1918

Email Peter

Vice President

Vice President

Edgar Collado, CEPA

Tobias Financial Advisors
P: (954) 424-1660

Email Edgar

Vice President

Vice President

John Greer, CEPA, CVBM

Exponential Impact Group, LLC
P: (954) 234-6410

Email John

Vice President

Vice President

Johnathan Kudary, ABV
Daszkal Bolton, LLP
P: (561) 953-1460

Email Johnathan

Vice President

Vice President

Raymond Monteleone, CPA
Paladin Global Partners, LLC
P: (954) 401-4716

Email Raymond

Vice President

Vice President

Stuart Morris, CPA, Esq.
Cozen O'Connor
P: (561) 750-3850

Email Stuart

Vice President

Vice President

Michael Schuster
Cross Keys Capital
P: (561) 866-6073

Email Michael

Vice President

Vice President

Marc Solomon, Esq.
Weiss Serota Helfman Cole + Bierman
P: (561) 835-2111

Email Marc

Vice President

Vice President

Christine Vergari
J.P. Morgan Private Bank
P: (754) 224-7839

Email Christine