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.
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
Exit Planning is Not What You Think: Chapter Launch Event
Unlocking Employee Ownership: Exploring the Power of ESOPs
EPI New Jersey Chapter Holiday Social Event
Business Owners Estate and Exit Planning - Keeping it in the Family!
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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.
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
An in-depth look at the Five Stages of Value Maturity
Who Has a Seat at the Table Infographic
Understand the key members on your exit planning team and the roles they play
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Learn more about becoming a Certified Exit Planning Advisor (CEPA).