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 Virtual Meetings


The Missing Piece: Smart Estate Planning for Business Owners

The Missing Piece: Smart Estate Planning for Business Owners

Dr. Thomas William Deans seeks to change the perception of what a Will is and what it can be. Tom will guide us through 7 questions that successful families ask as they think about future generations, charitable objectives, and legacy.

AUG 27, 2020

 


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Local Leadership


 

President

President

Matthew Lang, CFP®, CEPA
UBS Financial Services, Inc.
P: (610) 832-3056
matthew.lang@ubs.com

VIEW MATT'S BIO

Vice President

Vice President

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

VIEW STEVEN'S BIO

Vice President

Vice President

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

VIEW CHARLES' 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

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

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

VIEW DOUGLAS' BIO

Vice President

Vice President

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

VIEW FRANK'S BIO

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