Kentuckiana
CHAPTER
*FACE TO FACE MEETINGS SUSPENDED UNTIL MAY 15*
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.
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?
Upcoming Chapter Events
Advising through Uncerntainty
At this point, we all know that our roles as advisors are more essential than ever. But, how can you adapt to our current circumstances to still deliver high quality service? Join us for a panel discussion.
Let’s Make A Deal
Join the EPI Kentuckiana Local Chapter for a presentation on the general state of corporate banks to learn how the national structure impacts what's happening to local business owners.
Business is More than a Joke
In a TED Talk style format, speakers will divulge stories not often told – those of business owners who are unaware of how bad the state of their business is but are convinced they are ready for a transition.
Are you Smarter than a Business Owner?
Do you think you could have a business survive a transition? You and a team of advisors will be competing against other teams to see if you can help a business through an exit plan.
End the Season on a High Note
Join us in our annual social event where we will get an update on the Cannabis Industry in Kentucky.
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Local Leadership
Vice President
John Daly, CFP, AAMS, CRPC, CEPA
UBS Financial Services, Inc.
P: (502) 420-7632
Vice President
Patrick Schmidt, CPA, JD
Tilford Dobbins & Schmidt, PLLC
P: (502) 584-1000
