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.

 

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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 your marketplace?

Download the National State of Owner Readiness Report

Upcoming Chapter Events


Chapter Launch Event

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 July 14th.

JUL 14, 2022

Exit Options Analysis

Exit Options Analysis

In this session, we will show advisors the pros and cons of each of the seven major exit options for a business owner.

AUG 15, 2022

Exit Planning Case Study

Exit Planning Case Study

Join chapter experts as they dive into Rich Molnar’s wealth gap and lead a discussion on his personal goals and ambitions outside of his business.

SEP 15, 2022

Chapter Social Event

Chapter Social Event

Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals.

OCT 10, 2022

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Local Leadership


 

Founder & President

Founder & President

Bruce Evans, CEPA
Nickler Group at
Morgan Stanley
P: (561) 914-6245

Email Bruce

Co-Founder & Vice President

Co-Founder & Vice President

Terry Eve, Certified Business Transition Expert; B2B CFO
P: (561) 459-6262

Email Terry

Board Member

Board Member

Patrick Nickler, MBA
Nickler Group at
Morgan Stanley
P: (561) 837-0530

Email Patrick

Board Member

Board Member

David Norris
Cohen Norris Wolmer Ray
Telepman Berkowitz & Cohen
P: (561) 844-3600

Email David

Board Member

Board Member

Sharon Howard, CPA CMA, MST
Divine, Blalock, Martin
& Sellari, LLC
P: (561) 686-1110

Email Sharon

Board Member

Board Member

David Carson, MBA
Sunbelt Business Brokers of
South Florida
P: (949) 339-1500

Email David

Board Member

Board Member

Kaytee Lawson
Human Capital Group, Emerald Life Insurance
P: (609) 304-8427

Email Kaytee

Board Member

Board Member

Charlie Sellari, CPA, MTAX
Divine, Blalock, Martin
& Sellari, LLC
P: (561) 686-1110

Email Charlie

Board Member

Board Member

Roy Assad
Human Capital Group
P: (561) 214-5281

Email Roy

Board Member

Board Member

Michael Mitrione
Gunster Law
P: (561) 650-0553

Email Michael

Board Member

Board Member

Joseph P. Chase
Gunster Law
P: (561) 561-0745

Mail Joseph

Board Member

Board Member

Charlie Weiss
Charles T. Weiss, P.A.
P: (561) 848-9970

Email Charlie

Board Member

Board Member

Cameron Buetel, CFP, CEPA
The Buetel Group, UBS
P: (561) 367-1875

Email Cameron

Board Member

Board Member

Tim Kinane, Certified NAVIS Exit Consultant
Real World Group, Inc.
P: (772) 485-1380

Email Tim

Board Member

Board Member

Melanie Martinez McDonald, CFP, CEPA, CDFA
Pursuit Wealth
P: (561) 437-4770

Email Melanie