Northeast Ohio

CHAPTER

*FACE TO FACE MEETINGS SUSPENDED UNTIL MAY 15*

The Northeast Ohio 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 Northeast Ohio 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 Virtual Chapter Events


So What’s Happening with<br>M&A Deal Flow Now?

So What’s Happening with
M&A Deal Flow Now?

Join the EPI Northeast Ohio chapter for a virtual discussion about the current M&A environment with a private equity investor and an investment banker.

MAY 12, 2020

PPP and The Care Act: Loan Forgiveness, Valuation, and Sale

PPP and The Care Act: Loan Forgiveness, Valuation, and Sale

It isn’t too early to think about what steps you should take to prepare for when you’ll have to substantiate the amount of your PPP loan that should be forgiven.

JUN 10, 2020

Upcoming Chapter Events


Exit Planning Team Enhancement and Collaboration

Exit Planning Team Enhancement and Collaboration

Join us for a case study and work group on team formation and execution. We use a short fact pattern about the owners’ consultants that they currently have and what the goals of the owners are.

JUN 10, 2020

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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Eric Schwarz
CEPA, CFP
BNY Mellon Wealth Management
P: (440)752-0495

Email Eric

Vice President

Vice President

Michael Berlin
CEPA
Oovity
P: (216) 347-6694

Email Michael

Vice President

Vice President

Michael Ella
CPA, CEPA
Key Private Bank
P: (216) 689-3663

Email Michael

Vice President

Vice President

Shawn Ely

Lazear Capital Partners
P: (216) 280-7399

Email Shawn

Vice President

Vice President

Scott A. Norcross
J.D.
Kohrman Jackson & Krantz LLP
P: (216) 736-7264

Email Scott

Vice President

Vice President

Michael J. Snider
CEPA
Transworld Business Advisors
P: (440) 628-4440

Email Michael

Vice President

Vice President

Mike Trabert
CPA, CVA, CMAP, CEPA, CM&AA
Skoda Minotti
P: (440) 605-7128

Email Mike

Vice President

Vice President

Amy Wirtz
JD, CEPA
Family and Business Success, LLC
P: (216) 363-1313

Email Amy

Vice President

Vice President

Paul Weisinger
CPA/ABV, CVA
Rea & Associates
P: (216) 573-2330

Email Paul

Event Committee


 

Forest Bookman, FocusCFO; Chris Goebel, Cross Road Advisers; Dana Hastings, Fairport Asset Management; Daniel Imfeld, UBS; Mike Pappas, Barnes Wendling