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PITTSBURGH CHAPTER

The Pittsburgh Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Pittsburgh 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.

UPCOMING CHAPTER EVENTS

Value Acceleration - A Year in Review
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Value Acceleration - A Year in Review

December 19, 2024
Navigating Post-Election Tax Waters… Tax Planning for Every Business Owner 2025 and Beyond
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Navigating Post-Election Tax Waters… Tax Planning for Every Business Owner 2025 and Beyond

January 16, 2025
Never Too Early! Must-Have Estate Planning Priorities for Business Owners
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Never Too Early! Must-Have Estate Planning Priorities for Business Owners

February 20, 2025
Post Tax Season Celebration Social / Mixer
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Post Tax Season Celebration Social / Mixer

April 17, 2025
How Much is Enough? Bridging the Wealth Gap to Post-Ownership
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How Much is Enough? Bridging the Wealth Gap to Post-Ownership

May 15, 2025
Leverage Your Success: The Power of Liquidity and Credit Structure for Growth and Transactions
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Leverage Your Success: The Power of Liquidity and Credit Structure for Growth and Transactions

June 19, 2025
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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.

LOCAL LEADERSHIP

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 is the national marketplace to succeed?

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