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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.
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?
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.
In this session, we will show advisors the pros and cons of each of the seven major exit options for a business owner.
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.
Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals.
EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.
Terry Eve, Certified Business Transition Expert; B2B CFO
P: (561) 459-6262
David Norris
Cohen Norris Wolmer Ray
Telepman Berkowitz & Cohen
P: (561) 844-3600
Sharon Howard, CPA CMA, MST
Divine, Blalock, Martin
& Sellari, LLC
P: (561) 686-1110
David Carson, MBA
Sunbelt Business Brokers of
South Florida
P: (949) 339-1500
Charlie Sellari, CPA, MTAX
Divine, Blalock, Martin
& Sellari, LLC
P: (561) 686-1110
Tim Kinane, Certified NAVIS Exit Consultant
Real World Group, Inc.
P: (772) 485-1380
Melanie Martinez McDonald, CFP, CEPA, CDFA
Pursuit Wealth
P: (561) 437-4770