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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.

BRINGING THE MOVEMENT TO YOUR CITY

UPCOMING CHAPTER EVENTS

Back to the Future: Economic & Tax Transformation
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In Person

Back to the Future: Economic & Tax Transformation

October 7, 2025
From Ownership to Outcomes: QSBS & Management-Aligned Succession
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In Person

From Ownership to Outcomes: QSBS & Management-Aligned Succession

November 12, 2025
The Transformational Impact of AI
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In Person

The Transformational Impact of AI

December 3, 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.

MEMBER DIRECTORY

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