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GREATER PHILADELPHIA CHAPTER

The Greater Philadelphia Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Greater Philadelphia 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.

UPCOMING CHAPTER EVENTS

The Deal Of A Lifetime - The Ins & Outs of a Successful Exit
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The Deal Of A Lifetime - The Ins & Outs of a Successful Exit

May 14, 2025
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PAST CHAPTER EVENTS

Growing Enterprise Value - Using Acquisitions to Fuel Business Expansion

Growing Enterprise Value - Using Acquisitions to Fuel Business Expansion

The concept of an acquisition can be quite intimidating, especially for companies embarking on the strategy for the first time. The process is often intense and when done properly, quite nuanced. Identifying the target is just the beginning. 

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How Exit Planning Was Changed Forever

How Exit Planning Was Changed Forever

Learn a new paradigm for business wealth transition based on the best practices of entrepreneurs who master risk in their journey toward their exit.

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Exit Planning Case Study: The Triggering Event Engagement

Exit Planning Case Study: The Triggering Event Engagement

Is Jim prepared to exit? Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap, readiness, and more.

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The Deal of a Lifetime - Firsthand Experience from Entrepreneurs Who Monetized Their Companies

The Deal of a Lifetime - Firsthand Experience from Entrepreneurs Who Monetized Their Companies

These business owners share their stories, what went right, the challenges that arose, and what they might do differently this time around.

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LOCAL LEADERSHIP

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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