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NEW JERSEY CHAPTER

The New Jersey Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

New Jersey - Full Color

Chapter Purpose: The purpose of the EPI New Jersey 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.

UPCOMING CHAPTER EVENTS

Jingle, Mingle and Plan for the Future: Retirement Plans & 401Ks
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In Person

Jingle, Mingle and Plan for the Future: Retirement Plans & 401Ks

December 4, 2024
Investment Banking and Raising Capital
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In Person

Investment Banking and Raising Capital

January 15, 2025
What's Your Company Worth?
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In Person

What's Your Company Worth?

February 11, 2025
Empowering Ownership: NJEDA's Support for ESOP Advancement
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In Person

Empowering Ownership: NJEDA's Support for ESOP Advancement

March 11, 2025
Selling a Family Business: Legal, Financial, & Estate Planning Factors
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In Person

Selling a Family Business: Legal, Financial, & Estate Planning Factors

April 15, 2025
Grooming the Next Generation
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In Person

Grooming the Next Generation

June 24, 2025
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LOCAL LEADERSHIP

2021 New York State of Owner Readiness™

We are excited to release a new regional State of Owner Readiness Report for the first time since 2019! We recently conducted research on business owners in the greater New York region to measure their readiness and attractiveness in terms of exiting their business.

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Learn more about becoming a Certified Exit Planning Advisor (CEPA).