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

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

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.

OCT 13, 2022

Exit Options Analysis

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.

NOV 17, 2022

Exit Planning Case Study

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.

DEC 15, 2022

Chapter Social Event

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!

JAN 19, 2023

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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.

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Local Leadership


 

Founder & <br> President

Founder &
President

Bruce Evans, CEPA

P: 609-703-4776

Email Bruce

Co-Founder & Vice President

Co-Founder & Vice President

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

Email Terry

Membership & Communications Chair

Membership & Communications Chair

Sandra Stella
Grassi Advisors & Accountants
P: (561) 240-6990

Email Sandra

Board Member

Board Member

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

Email David

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

Board Member

Board Member

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

Email Kaytee

Board Member

Board Member

Todd Bass, JD, CEPA,
AExP, CFMVA
MassMutal
P: (516) 682-3367

Email Todd

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

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

Email Michael

Board Member

Board Member

Charles Orozco
First Republic Bank
P: (561) 803-1038

Email Charles