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


Cost Segregation - Engineered Specialty Tax Solutions

Cost Segregation - Engineered Specialty Tax Solutions

In this session, we will discuss what cost segregation is, how it works, and more!

FEB 21, 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

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

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

Email Cameron

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

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

Board Member

Board Member

David Carson, MBA, CBI
M&A Specialist
Sunbelt Business Brokers of South Florida
P: (949) 339-1500

Email David

Board Member

Board Member

Jordan Foe
Insurance Professional
Coastal Wealth, a MassMutual Firm
P: (561) 410-9903

Email Jordan

Board Member

Board Member

Chet Tart
Vistage Chair for South Florida
Vistage Worldwide, Inc.
P: (561) 379-5503

Email Chet

Chapter Members


 

Darren Mills

Kelleher + Holland
P: (908) 612-8145

Email Darren

Charles Orozco

First Republic Bank
P: (561) 635-5383

Email Charles

Michael Mitrione

Gunster
P: (561) 346-0828

Email Michael

Sandra Stella

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

Email Sandra

Lynn Stebbins

Loggerhead Wealth
Management, LLC
P: (561) 827-4570

Email Lynn

Todd Bass

Center For Wealth Preservation, a MassMutual Company
P: (516) 669-6799

Email Todd

Cameron Buetel, CFP, CEPA

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

Email Cameron

Charlie Janes,
CEPA, MBA

Focal Point Coaching
P: (650) 867-0207

Email Charlie