Greater Philadelphia

CHAPTER

The Greater Philadelphia 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 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.

 

Attend an Event Meet the Leaders Join Email List

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?

Download the National State of Owner Readiness Report

Upcoming Chapter Events


Greater Philadelphia Chapter Launch

Greater Philadelphia Chapter Launch

Attend this chapter launch to learn from Exit Planning Institute CEO, Christopher Snider, how to help to change the outcome for business owners by identifying, protecting, building, harvesting, & managing business wealth.

OCT 30, 2019

 


Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Local Leadership


 

President

President

Matthew Lang, CFP®, CEPA
UBS Financial Services, Inc.
P: (610) 832-3056

Email Matthew

Vice President

Vice President

Steven Staugaitis, CPA, CVA
Kreischer Miller
P: (215) 441-4600

Email Steven

Vice President

Vice President

Charles Kedra, CFP®, CEPA, AIF®
FPA Wealth Management
P: (610) 627-5566

Email Charles

Vice President

Vice President

Matthew Levitsky
Fox Rothschild LLP
P: (610) 397-7962

Email Matthew

Vice President

Vice President

John T. Garvey, CEPA, CPWA®
UBS Financial Services, Inc.
P: (215) 496-2042

Email John

Vice President

Vice President

Douglas S. Kook, CPA, CVA
Bumpers & Company
P: (302) 798-3300 x102

Email Douglas

Vice President

Vice President

Frank Michel, CEPA
Brandywine Mergers & Acquisitions
P: (484) 534-8663

Email Frank

Thank You to Our Sponsors