EPI Palm Beach Chapter - Exit Planning Institute Local Platform for Advisors

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

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

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

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

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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