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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

Enhancing Agility and Growth in Family Businesses: The Role of Independent Advisors
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Enhancing Agility and Growth in Family Businesses: The Role of Independent Advisors

December 18, 2024
The Dealmaker's Take 2025: A Panel Discussion on the M&A Environment
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The Dealmaker's Take 2025: A Panel Discussion on the M&A Environment

February 19, 2025
Exit Planning Case Study: The Triggering Event
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Exit Planning Case Study: The Triggering Event

March 20, 2025
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

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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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