North Texas


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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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!


Upcoming Chapter Events

Economic Outlook, DFW, <br>2021 - 2022

Economic Outlook, DFW,
2021 - 2022

Where should you invest your money and time in the next two years? We've got you covered. Let's discuss the DFW economic outlook for the remainder of 2021 and 2022.


Marketing Your New <br>CEPA Business

Marketing Your New
CEPA Business

Find out how to get your practice
off the ground, build a
collaborative team, and
stay focused.

AUG 13, 2021

Unload Your IT Burden & Safeguard Your Business

Unload Your IT Burden & Safeguard Your Business

Are you concerned that your business data is safe? Kent Barner will explain how to safeguard your systems in this months meeting.

SEP 10, 2021

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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


Chapter President

Chapter President

Ray Croff, CEPA, CAP, ChFC, CLU, RFC
Mobius Financial Advisors
P: (940) 391-5336

Email Ray

Vice President

Vice President

Anne F. Salick
Adaptation Financial Advisors
P: (972) 874-8180

Email Anne

Immediate Past President

Immediate Past President

Ronald W. Salmon, CPA, CEPA
Salmon Sims Thomas
P: (972) 392-1143

Email Ron

Leadership Team Member

Leadership Team Member

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

Email Rachel

Leadership Team Member

Leadership Team Member

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

Email Jack

Leadership Team Member

Leadership Team Member

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

Email Dave

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