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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.

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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

How to Prepare a Middle Market Company for an Exit
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In Person

How to Prepare a Middle Market Company for an Exit

March 26, 2024
Business Owner's Forum
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In Person

Business Owner's Forum

May 16, 2024
What Business Owners Need to Know About Lending
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In Person

What Business Owners Need to Know About Lending

June 5, 2024

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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.

CHAPTER RESOURCES

Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

DOWNLOAD THE BROCHURE

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