EPI Greater Boston- Exit Planning Institute Local Platform for Advisors

Greater Boston

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*FACE TO FACE MEETINGS SUSPENDED UNTIL APRIL 30*

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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 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.

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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?

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Upcoming Chapter Events

DUCKS IN A ROW:
PREPARING A BUSINESS TO SELL

Creating a successful exit plan for a business requires countless decisions, meticulous details, piles of paperwork
and the rare skill of foresight.

APR 1, 2020

Unlocking Client Value,
Unleashing Firm Growth

This session will explore the market need and opportunity for advisors to add value creation services to their offerings as a way to help business owners achieve the most successful exit possible.

MAY 20, 2020

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