Miami

CHAPTER

The Miami 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 Miami 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 State of Owner Readiness Report

Upcoming Chapter Events


The Most Valuable Businesses Are Transition Ready

The Most Valuable Businesses Are Transition Ready

In this session business owners will learn what it means to be transition ready and how they can increase their value.

NOV 18, 2022

Exit Planning Case Study: Life After Business

Exit Planning Case Study: Life After Business

Join chapter experts as they dive into Rich Molnar's wealth gap and lead a discussion on his personal goals and ambitions outside of his business.

FEB 3, 2023

Tax Strategies to Consider <br> Years Before

Tax Strategies to Consider
Years Before

In this session, we will show business owners several strategies to implement years before a potential exit to help lessen the tax burden.

MAR 3, 2023

 


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Local Leadership


 

President

President

Diego Obando, CEPA, AAMS, AWMA
President, EPI Miami Chapter
P: (305) 507-3017

Email Diego

Partner

Partner

Ryan Ochs
Lafayette Square
P: (310) 467-7669

Email Ryan

Vice President

Vice President

Paul W. Jezierny, Esq.
Winston & Strawn
P: (305) 910-0676

Email Paul

Vice President

Vice President

Fred Campos, MBA, CPA, CEPA
Marcum LLP
P: (954) 320-8188

Email Fred

Principal

Principal

Adam Sendzischew, MBA, CFP, CLU, AWMA, AAMS, TEP
Jones Lowry
P: (305) 608-5008

Email Adam

Vice President

Vice President

Daniel W. Hudson, Esq, LL.M.
Berger Singerman, LLP | Daniel W. Hudson
P: (305) 982-4015

Email Daniel

Vice President

Vice President

Sean Hutchinson, CEPA
Ready for Next Global

P: (720) 773-1435

Email Sean

Vice President

Vice President

Cristian Nieto, CPA, CEPA

CN Advisory, LLC
P: (305) 697-6482

Email Cristian

Vice President

Vice President

Alex Rattner, Esq.
Cross Keys Capital
P: (954) 321-8001

Email Alex