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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

1st Annual Business Owner’s Forum
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In Person

1st Annual Business Owner’s Forum

September 12, 2024
Empowerment through Ownership: Exploring Employee Ownership Trends
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In Person

Empowerment through Ownership: Exploring Employee Ownership Trends

October 23, 2024
Planning for the Future: Retirement & Tax Planning Post-Election
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In Person

Planning for the Future: Retirement & Tax Planning Post-Election

November 7, 2024
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 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.

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