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.

 

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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


Exit Planning Case Study

Exit Planning Case Study

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.

MAR 30, 2023

The Deal of a Lifetime

The Deal of a Lifetime

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

MAY 17, 2023

Past Chapter Events


 

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.

DOWNLOAD EVENT SUMMARY

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Global Programs
CEPA Designation
The Exit Planning Summit

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 Sweeney,
PhD, CHPC
Compass Point Consulting, LLC

P: (610) 336-0514
csweeney@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

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