Palm Beach
CHAPTER
The Palm Beach 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 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.
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 your marketplace?
Join the Chapter
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 three different chapter opportunities for 2022, an Annual Membership, Corporate Level Membership, and a Corporate Sponsorship. View full details on what’s included with each membership below.
Upcoming Chapter Events
Chapter Launch Event
We are pleased to announce the launch of the Palm Beach Chapter of the Exit Planning Institute! Our first event will be on October 13, 2022 at 4:30 P.M. at Palm Beach Improv.
Exit Options Analysis
Business owners have multiple ways in which to exit their company. In this session, we will show advisors the pros and cons of each of the seven major exit options for a business owner.
Exit Planning Case Study
You will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
Chapter Social Event
Network and connect with like-minded individuals within the exit planning industry this January at The Colony Hotel. We hope to see you there!
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Local Leadership
Co-Founder & Vice President
Terry Eve, Certified Business Transition Expert; B2B CFO
P: (561) 459-6262
Membership & Communications Chair
Sandra Stella
Grassi Advisors & Accountants
P: (561) 240-6990
Board Member
David Carson, MBA
Sunbelt Business Brokers of
South Florida
P: (949) 339-1500
Board Member
Tim Kinane, Certified NAVIS Exit Consultant
Real World Group, Inc.
P: (772) 485-1380
Board Member
Melanie Martinez McDonald, CFP, CEPA, CDFA
Pursuit Wealth
P: (561) 437-4770
