Fort Lauderdale
Fort LauderdaleCHAPTER
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.
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?
Upcoming Chapter Events
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.
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.
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.
Social Event
Network and connect with like-minded individuals within the exit planning industry this May at the Fort Lauderdale Yacht Club.
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Local Leadership
President
Michael Desiato, CPA, CExP, CFP, CEPA, CVGA
Business Transition Specialists
P: (305) 794-9058
Thank you to our Sponsors
