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PALM BEACH CHAPTER

The Palm Beach Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: 

EPI Palm Beach Chapter comprises professionals envisioning a future where businesses navigate seamless transitions with strategic foresight. 

 

We are committed to providing a forum to accelerate visibility, credibility, and connections with exit industry professionals to address the following:

  • Ever-changing legal and financial intricacies to empower our clients to achieve legacies
  • The need for soft skills (communication, collaboration, adaptability, problem-solving, emotional intelligence, and creativity) for effective client and team collaboration
  • Helping advisors unlock new opportunities

Our members benefit from unique Professional Education, Networking and Promotion opportunities for those that want to be seen as business leaders and exit experts.

UPCOMING CHAPTER EVENTS

Securing Your Legacy: Navigating Estate Planning and Buy-Sell Agreements
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In Person

Securing Your Legacy: Navigating Estate Planning and Buy-Sell Agreements

September 19, 2024
Communication, Connection, and Collaboration
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In Person

Communication, Connection, and Collaboration

October 17, 2024
The Power of Alignment: How Great Companies Stay Centered and Achieve Extra
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In Person

The Power of Alignment: How Great Companies Stay Centered and Achieve Extra

November 14, 2024
Holiday Social
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In Person

Holiday Social

December 5, 2024
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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.

LOCAL LEADERSHIP

THANK YOU TO OUR SPONSORS

CHAPTER MEMBERS

Interested in becoming a member? Check out our two options below. 

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?

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Learn more about becoming a Certified Exit Planning Advisor (CEPA).