North Texas

CHAPTER

The North Texas 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 North Texas 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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DOWNLOAD TEXAS STATE OF OWNER READINESS REPORT

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 your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!

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Upcoming Chapter Events


2022 State of the Chapter

2022 State of the Chapter

A review of chapter accomplishments from 2021 and a preview of what’s ahead in 2022.

JAN 28, 2022

Exit Planning Case Study

Exit Planning Case Study

Join chapter experts as they dive into Rich Molnar’s wealth gap and lead a discussion on his personal goals.

FEB 11, 2022

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Local Leadership


 

President

President

Holly Carroccio
CFP®, Managing Member, Nexus Advisors, LLC.
P: (972) 348-6311

Email Holly

Program Chair

Program Chair

Tom Bronson
Mastery Partners
P: (817) 797-1488

Email Tom

Membership Chair

Membership Chair

Brandon Reese, CRPC®
Exencial Wealth Advisors
P: (469) 209-1960

Email Brandon

General

General

Rachel A. Alexander, CPA, CITPA, CEPA
Salmon Sims Thomas
P: (972) 739-1251

Email Rachel

General

General

Jack Beam
PMI Advisors
P: (800) 816-9630 x754

Email Jack

General

General

Dave Sykes
New Paradigm Advisors
P: (972) 979-3976

Email Dave

Thank You to Our Sponsors