CHAPTER
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?
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.
In this session, we will discuss what cost segregation is, how it works, and more!
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.
Terry Eve, Certified Business Transition Expert; B2B CFO
P: (561) 459-6262
Sandra Stella
Grassi Advisors & Accountants
P: (561) 240-6990
Melanie Martinez McDonald, CFP, CEPA, CDFA
Pursuit Wealth
P: (561) 437-4770
David Carson, MBA, CBI
M&A Specialist
Sunbelt Business Brokers of South Florida
P: (949) 339-1500
Jordan Foe
Insurance Professional
Coastal Wealth, a MassMutual Firm
P: (561) 410-9903
Chet Tart
Vistage Chair for South Florida
Vistage Worldwide, Inc.
P: (561) 379-5503