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.
Chapter Purpose: The purpose of the EPI Palm Beach 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.
UPCOMING CHAPTER EVENTS
There are currently no upcoming events scheduled. Check back later.
JOIN CHAPTER EMAIL LIST
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.
CORPORATE LEADERSHIP TEAM
A Chapter Membership with the EPI Palm Beach Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned! The EPI Palm Beach Chapter offers two different chapter memberships for 2023, an Annual Membership and a Corporate Level Membership. View full details on what’s included with each membership 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?
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
Who Has a Seat at the Table Infographic
Understand the key members on your exit planning team and the roles they play
DOWNLOAD THE BROCHURE
Learn more about becoming a Certified Exit Planning Advisor (CEPA).