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 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.
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 Virtual Meetings
Understanding Qualified Small Business Stock
Join us for an engaging discussion around small business stock and maximizing owner and key employee compensation.
Navigating a Business Owner's Journey
Join us for a conversation on how to prepare for the transition of your business and a post-transition life.
Explore Resource Library
Download Greater Boston Chapter resources.
Previous Chapter Events:
M&A Activity in Lower Middle Markets
COVID-19: What Business Owners Should Be Doing Now
Helping Owners Navigate Through Recession (Part 1-3)
HELPING OWNERS NAVIGATE THROUGH RECESSION, PT 1: STABILIZE
The pandemic threatens to destroy everything you have spent your life building. In this program, you will be able to identify key leadership attributed and critical business actions to stabilize your company.
HELPING OWNERS NAVIGATE THROUGH RECESSION, PT 2: REVITALIZE
Now that you’ve stabilized your company, the next step is to reexamine your entire business to gain a deeper understanding of how and where you make money and lose money.
HELPING OWNERS NAVIGATE THROUGH A RECESSION, PT 3: MONETIZE
After you navigate some of the most seismic economic and cultural challenges in 100 years, it’s now time to accelerate growth and monetize your life's work.
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 for business owners.
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 Response
Accessing CARES Act Stimulus
ADDITIONAL RESOURCES
To help in navigating the Payroll Protection and the SBA Economic Injury Disaster Loan Programs and the application process, the blumshapiro team has developed a Loan Toolkit to assist you with the PPP eligibility the application process and the loan forgiveness tracking requirements.
Coronavirus (COVID-19): Small Business Guidance & Loan Resources
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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
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
Leadership Committee Member
Stephan K. Thieringer, Ph.D.
Human Innovation Garage
P: (617) 800-7262
