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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

Deal-Ready Financials: Demystifying Quality of Earnings & Other Financial Metrics
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In Person

Deal-Ready Financials: Demystifying Quality of Earnings & Other Financial Metrics

January 28, 2026
Preparing for a Sale: Valuation Decisions that Shape a Deal
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In Person

Preparing for a Sale: Valuation Decisions that Shape a Deal

February 25, 2026
Keep the Gain, Skip the Tax—1042
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In Person

Keep the Gain, Skip the Tax—1042

March 30, 2026
From Founder to Future: Succession Planning that Preserves Enterprise Value
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In Person

From Founder to Future: Succession Planning that Preserves Enterprise Value

May 21, 2026
Business Owners Forum
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In Person

Business Owners Forum

June 10, 2026
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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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