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


Process With a Purpose: Building an Advisory Team

Process With a Purpose: Building an Advisory Team

In this presentation, Kellie will outline strategies for building a team that addresses the personal and financial objectives of owners.

JAN 09, 2019

The Legal Documents Every Small Business Needs

The Legal Documents Every Small Business Needs

Attorney Patrick Schmidt will describe what legal documents owners need to protect themselves, their employees, and their companies.

FEB 20, 2010

Real Tales in Exit Planning: A Business Owner Panel

Real Tales in Exit Planning: A Business Owner Panel

Our panelists will share their stories on exit planning and divulge the valuable lessons they learned along the way.

MAR 20, 2019

Kentuckiana April Event

Kentuckiana April Event

Save the date for the Exit Planning Institute April Kentuckiana Chapter event. Preregister Now.

APR 17, 2019

Kentuckiana May Event

Kentuckiana May Event

Save the date for the Exit Planning Institute May Kentuckiana Chapter event. Preregister Now.

MAY 15, 2019

Kentuckiana June Event

Kentuckiana June Event

Save the date for the Exit Planning Institute June Kentuckiana Chapter event. Preregister Now.

JUN 12, 2019

 


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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

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

Email Patrick

Vice President

Vice President

Mike Wade, CPA
Blue & Co., LLC
P: (502) 992-2597

Email Mike

Vice President

Vice President

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

Email Lewis

Vice President

Vice President

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

Email John

Reinvent yourself in 2018 with exit planning.