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.

 

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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


Advising through Uncerntainty

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.

APR 29, 2020

Let’s Make A Deal

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.

EVENT POSTPONED

Business is More than a Joke

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.

EVENT POSTPONED

Are you Smarter than a Business Owner?

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.

EVENT POSTPONED

End the Season on a High Note

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.

JUN 11, 2020

 


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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

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

Email Patrick

Vice President

Vice President

Mike Wade, CPA

P: (502) 992-2597

Email Mike

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