New Jersey
CHAPTER
The New Jersey Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market 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.
National State of Owner Readiness™
Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the national marketplace to succeed?
Upcoming Virtual Meetings
Exit Planning Network Social
The New Jersey Chapter of the Exit Planning Institute will be having its first social.
Come and enjoy some appetizers and drinks while networking with fellow professionals in the exit planning space.
Critical Path Marketing: The Four Metrics You Need to Know
Learn the quick math and key metrics that can enable better marketing decisions and improve overall ROI performance. Attendees will learn which data counts most when it comes to marketing performance management.
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Local Leadership
First Vice President
Matthew Jack, CFP, CRPS
UBS Financial Services, Inc.
P: (201) 441-4907
Vice President
David Rudman, CPA/ABV, CVA
Sigma Valuation Consulting, Inc.
P: (973) 396-2157
