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.

 

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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?

Download the National Report

Upcoming Chapter Events


Collaborative Discovery

Collaborative Discovery

Attend this session to hear from a panel of experts about why it's essential to partner with outside professionals to have a collaborative discovery process

NOV 21, 2019

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Local Leadership


 

President

President

David Jack, CEPA
UBS Financial Services, Inc.
P: (201) 441-4921

Email David

Secretary - Vice President

Secretary - Vice President

Matthew Jack, CFP, CRPS
UBS Financial Services, Inc.
P: (201) 441-4907

Email Matthew

Vice President

Vice President

Gil Levine, Esquire
Levine Desantis, LLC
P: (973) 376-9050

Email Gil

Vice President

Vice President

Gary Katz, CBEC
Sagemark Consulting
P: (201) 556-4540

Email Gary

Vice President

Vice President

Jeffrey Kates, MBA, CEPA
Founders Group
P: (908) 692-0065

Email Jeffrey

Vice President

Vice President

Ray Chase, CEPA, CFP, CRPC
UBS Financial Services, Inc.
P: (973) 360-4262

Email Ray

Vice President

Vice President

David Rudman, CPA/ABV, CVA
Sigma Valuation Consulting, Inc.
P: (973) 396-2157

Email David

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