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GREATER PHOENIX CHAPTER

The Greater Phoenix 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 Phoenix 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

Professional Collaboration: When it Works, Everyone Wins
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Professional Collaboration: When it Works, Everyone Wins

January 28, 2025
Combining Growth Strategies with Value Acceleration to Maximize Business Owner Outcomes
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Combining Growth Strategies with Value Acceleration to Maximize Business Owner Outcomes

February 25, 2025
Exit Planning Case Study Part 1: Establishing Yourself in an Owner's Advisory Team
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Exit Planning Case Study Part 1: Establishing Yourself in an Owner's Advisory Team

March 25, 2025
Estate Planning, Risk Management, and Business Succession Planning
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Estate Planning, Risk Management, and Business Succession Planning

April 22, 2025
Succession Advisory, C Suite Readiness, Executive Coaching, Team Development
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Succession Advisory, C Suite Readiness, Executive Coaching, Team Development

May 27, 2025
Exit Planning Case Study Part 2 & 3: Conducting a Triggering Event Engagement/Navigating Owner Objections
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Exit Planning Case Study Part 2 & 3: Conducting a Triggering Event Engagement/Navigating Owner Objections

June 24, 2025
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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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