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
Elder Care Options
Our Nov event will review frequently asked questions about eldercare including care management, home care, related players, & costs.
Peer Share - 2020 Wrap Up
Participants will be allowed to share pertinent thoughts, ideas and strategies that have been utilized in 2020.
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Local Leadership
First Vice President
Matthew Jack, CFP, CRPS, CEPA
UBS Financial Services, Inc.
P: (201) 441-4907
Vice President
David Rudman, CPA/ABV, CVA
Sigma Valuation Consulting, Inc.
P: (973) 396-2157
