Download Our CEPA Brochure
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

Procrastinator Holiday Social
Exit Planning Institute Image
In Person

Procrastinator Holiday Social

January 9, 2025
EPI Greater Boston Case Study: Establishing Yourself in an Owner's Advisory Team
Exit Planning Institute Image
In Person

EPI Greater Boston Case Study: Establishing Yourself in an Owner's Advisory Team

February 13, 2025
Property and Casualty Risk Management For Business Owners
Exit Planning Institute Image
In Person

Property and Casualty Risk Management For Business Owners

March 13, 2025
Crafting Your Company's Soul to Win
Exit Planning Institute Image
In Person

Crafting Your Company's Soul to Win

April 10, 2025
Exit Planning Case Study Part 2: Conducting a Triggering Event Engagement
Exit Planning Institute Image
In Person

Exit Planning Case Study Part 2: Conducting a Triggering Event Engagement

May 8, 2025
View All Events

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.

View All Resources

DOWNLOAD THE BROCHURE

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