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.
*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 List
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?
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.
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.
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.
COVID-19: What Business Owners Should Be Doing Now
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