Kentuckiana

CHAPTER

The Kentuckiana 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 Kentuckiana 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 Report

Upcoming Chapter Events


A Journey Towards Wealth Empowerment

A Journey Towards Wealth Empowerment

Wealth Empowerment is about having the time, money and freedom to do the things you want to do. Our presenters will help business owners navigate their journey towards wealth empowerment.

SEP 15, 2021

Mock Credit Committee Evaluates a Loan Application

Mock Credit Committee Evaluates a Loan Application

Have you ever wondered what happens when a loan application is submitted? Join us as a panel of experts leads us through a mock loan approval.

OCT 13, 2021

State of the Union: Biden’s Tax Changes

State of the Union: Biden’s Tax Changes

Join us in a discussion about the recent updates and findings from Biden’s proposed tax plan, and how it can affect small business owners moving forward.

NOV 10, 2021

 


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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Kellie Sheryak, CEPA
UBS Financial Services, Inc.
P: (502) 420-7651

Email Kellie

Vice President

Vice President

Greg Carroll
First Financial Bank
P: (502) 822-4308

Email Greg

Vice President

Vice President

John Daly, CFP, AAMS, CRPC, CEPA
UBS Financial Services, Inc.
P: (502) 420-7632

Email John

Vice President

Vice President

Scott Lurding
Chessiecap Inc.

Email Scott

Vice President

Vice President

Lance Mann, CPA
Dean Dorton
P: (502) 566-1005

Email Lance

Vice President

Vice President

Kerry Pulliam, CFP, ChFC, CEPA
Capitas Financial
P: (502) 599-6623

Email Kerry

Vice President

Vice President

Lewis Rudy
Rudy & Associates
P: (502) 821-5350

Email Lewis

Vice President

Vice President

Linda Ruffenach, CEPA
Execuity Value Advisors

Email Linda

Vice President

Vice President

Patrick Schmidt, CPA, JD
Tilford Dobbins & Schmidt, PLLC
P: (502) 584-1000

Email Patrick

Thank You to Our Sponsors


 

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