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


The Dealmaker's<br>Take 2022

The Dealmaker's
Take 2022

Join us for a panel discussion on the M&A environment. Where we've been and where we're going.

JAN 20, 2022

EXIT PLANNING CASE STUDY: LIFE AFTER BUSINESS

EXIT PLANNING CASE STUDY: LIFE AFTER BUSINESS

Is Rich prepared for his life after business? Join chapter experts and work through a hands-on case study.

MAR 24, 2022

Greater Philadelphia Chapter Spring Social

Greater Philadelphia Chapter Spring Social

Please join fellow EPI Greater Philadelphia chapter members and new contacts alike for drinks and light bites after work.

APR 21, 2022

How A Global Pandemic Changed Exit Planning Forever

How A Global Pandemic Changed Exit Planning Forever

Dr. Deans shows first-hand how to begin unique and powerful conversations around estate planning, business succession, and wealth transfer.

MAY 11, 2022

EXIT PLANNING CASE STUDY: A BUYER’S PERSPECTIVE

EXIT PLANNING CASE STUDY: A BUYER’S PERSPECTIVE

Has Rich looked at his company from a buyer’s perspective? Join chapter experts and work through a hands-on case study.

JUN 16, 2022

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
Morgan Stanley Private Wealth Management
P: (610) 260-7172
matthew.lang@morganstanleypwm.com

VIEW MATT'S BIO

Vice President

Vice President

Cheyenne Bennett, PhD, CHPC
Compass Point Consulting, LLC
P: (610) 336-0514
cbennett@compasspt.com

VIEW CHEYENNE'S BIO

Vice President

Vice President

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

VIEW JOHN'S BIO

Vice President

Vice President

Charles Kedra, CFP®, CEPA, AIF®
FPA Wealth Management
P: (610) 627-5566
ckedra@fpawealthmgmt.com

VIEW CHARLES' BIO

Vice President

Vice President

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

VIEW DOUGLAS' BIO

Vice President

Vice President

Matthew Levitsky
Fox Rothschild LLP
P: (610) 397-7962
mlevitsky@foxrothschild.com

VIEW MATTHEW'S BIO

Vice President

Vice President

Frank Michel, CEPA
Brandywine Mergers & Acquisitions
P: (484) 534-8663
fmichel@bma1.com

VIEW FRANK'S BIO

Vice President

Vice President

Steven Staugaitis, CPA, CVA
Kreischer Miller
P: (215) 441-4600
Sstaugaitis@kmco.com

VIEW STEVEN'S BIO

Thank You to Our Sponsors