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.
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
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.
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.
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.
Kentuckiana April Event
Save the date for the Exit Planning Institute April Kentuckiana Chapter event. Preregister Now.
Kentuckiana May Event
Save the date for the Exit Planning Institute May Kentuckiana Chapter event. Preregister Now.
Kentuckiana June Event
Save the date for the Exit Planning Institute June Kentuckiana Chapter event. Preregister Now.
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Local Leadership
Vice President
Patrick Schmidt, CPA, JD
Tilford Dobbins & Schmidt, PLLC
P: (502) 584-1000
Vice President
John Daly, CFP, AAMS, CRPC, CEPA
UBS Financial Services, Inc.
P: (502) 420-7632
