Greater Boston
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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 Exit Planning Institute (EPI) is considered the leader and standard bearer in the field of exit planning and business value acceleration. EPI offers the Certified Exit Planning Advisor Program (CEPA), the most widely accepted and endorsed professional program in the world. The Exit Planning Institute Greater Boston Chapter’s sole focus is to create timely and pertinent content to help business owners and the professionals that serve them accelerate the value of their business as well as manage it with a transition in mind. This insures the best possible outcome when an owner decides to transition their business at some future date.
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*NEW* Feature List: In an effort to help continue to build our exit planning community, the EPI Greater Boston chapter has created a list of all CEPA’s in the Greater New England area to be featured here on our site. Our intent is to ease networking, communication, and content sharing for professionals within our region. Check out the list below and see who could become a nearby connection!
Download Featured CEPA ListNATIONAL 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 Virtual Meetings
Demystifying an ESOP as a Potential Exit Strategy
ESOP's are a powerful and flexible business succession tool. Learn how it can allow owners to retain control after the sale to ESOP.
Leveraging an External Partnership
In this meeting we'll discuss the different roles a fractional CFO can play in your business.
A Review & Outlook of M&A Activity
A review M&A activity for the privately held middle market business through COVID and the industry trends that effected valuations.
Explore Resource Library
Download Greater Boston Chapter resources.
Previous Chapter Events:
Wealth Strategies for Business Owners
The leadership of EPI Boston Chapter interviews Chris Hennessey – national expert on tax planning for business owners, professor emeritus at Babson Law. The discussion has many actionable strategies – tax optimization, maximizing income & keeping key employees, structuring your business with transition in mind, & planning for succession.
Navigating a Business Owner’s Journey
Navigating a Business Owner's Journey
Check out our conversation with nationally acclaimed Barbara B. Roberts on how to prepare for the transition of your business.
Download the Replay
The Best Planning opportunity in a Generation - is Today!
In this discussion we outlined how COVID-19, the governmental stimulus response, depressed valuations, the expectation of tax law changes and historically low interest rates have created the best planning opportunity in a generation.
Paycheck Protection Program- Loan Forgiveness Guide
In this discussion we dug into the critical information for business owners who have been approved to receive or have already received funds from the PPP to comply with the forgiveness provisions.
Managing & Motivating a Remote Workforce
Our panel discusses remote workforce engagement, the re-hire process for employees, hiring after COVID, and things we have learned already.
COVID-19: What Business Owners Should Be Doing Now
M&A Activity in Lower Middle Markets
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Local Leadership
Leadership Committee Member
Alexis Bishop, CEPA
UBS Financial Services, Inc.
P: (781) 982-3624
Leadership Committee Member
Kenneth M. Fischer, CPA/ABV, MBA, CGMA, CEPA
KMF Consulting Services
P: (978) 500-0595
Leadership Committee Member
Maria Gatto, MBA, M.Ed., CVGA
Focused Growth Consulting LLC
P: (781) 783-4540
Leadership Committee Member
Brian P. Lynch, CEPA, CFP®
UBS Financial Services, Inc.
P: (617) 439-8069
Leadership Committee Member
Caitlin Roos, MBA, CEPA
Bank of America Private Bank
P: (617) 341-0035
Leadership Committee Member
Kerri Salls, MBA, CVGA
Value Growth Results
P: (978) 270-1524
Leadership Committee Member
Kenneth Sanginario, CVGA, CM&AA, CTP, CPA, ABV, CVA, MSF, MST
The Value Opportunity Profile, Corporate Value Metrics LLC
P: (508) 870-5805
