St. Louis Metro


The St. Louis Metro 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 St. Louis Metro 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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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?

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Upcoming Virtual Meetings

September Event<br>Save the Date

September Event
Save the Date

The EPI St. Louis Metro Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

SEP 17, 2020


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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




James Maher
Archford Capital Strategies
P: (618) 416-7085

Email James

Vice President

Vice President

Mike Lissner
Acropolis Investment Management
P: (636) 449-4900

Email Mike

VP Events

VP Events

Jacob Hong
Archford Capital Strategies
P: (618) 416-7089

Email Jacob

VP Membership

VP Membership

Brent McClure
Anders CPA + Advisors
P: (314) 655-0153

Email Brent

Vice President

Vice President

Drew McLaughlin, CEPA
UBS Private Wealth Management
P: (314) 941-9498

Email Drew

Vice President

Vice President

Andrea Patton
Lewis Rice LLC
P: (314) 444-7739

Email Andrea