Greater Boston
CHAPTER
The Greater Boston 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 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.
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
EPI Mixer
Join others in the exit planning community for cocktails, appetizers, and networking. Plus, get a chance to meet the leadership team of the newest EPI chapter.
Philanthropy and Business Owners
Discuss how effective charitable planning as well as personal income and legacy planning can leave a family with a balance sheet that makes a much greater impact.
Business Planning Under The New Tax
The Tax Cuts and Jobs Act represented the most sweeping changes to the tax code in more than 30 years, affecting individual and corporate taxes, estate, and gift taxes.
Save The Date April Event
Save the date for the Exit Planning Institute April Greater Boston Chapter event. Preregister Now.
Save The Date May Event
Save the date for the Exit Planning Institute May Greater Boston Chapter event. Preregister Now.
Save The Date June Event
Save the date for the Exit Planning Institute June Greater Boston Chapter event. Preregister Now.
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