Mass-White-Logo-Transparent-2

GREATER BOSTON CHAPTER

The Greater Boston 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.

Greater Boston - Full Color

Chapter Purpose: The purpose of the EPI Greater Boston 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

Why Businesses Fail to Sell: 3 Common Investor Red Flags
Exit Planning Institute Image
In Person

Why Businesses Fail to Sell: 3 Common Investor Red Flags

October 15, 2024
Demystifying Business Valuation
Exit Planning Institute Image
In Person

Demystifying Business Valuation

November 14, 2024

JOIN CHAPTER EMAIL LIST

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!

CHAPTER RESOURCES

There are no resources to display.

DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor (CEPA).