Pittsburgh

CHAPTER

The Pittsburgh 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 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.

 

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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 is the national marketplace to succeed?

Download the National State of Owner Readiness Report

Upcoming Chapter Events


Fireside Chat with Kevin Rabbitt, CEO Of NEP Inc.

Fireside Chat with Kevin Rabbitt, CEO Of NEP Inc.

In this session, we will discuss what it is really like to be owned by a major private equity firm and how one can partner to grow their business into a global broadcasting company.

SEP 26, 2019

Pittsburgh Exit Planning Fall Social

Pittsburgh Exit Planning Fall Social

Network and connect with other advisors in the Pittsburgh network as well as our sponsor, Waldron Private Wealth.

OCT 10, 2019

A Deeper Look at Family Meetings for Business Owners

A Deeper Look at Family Meetings for Business Owners

Attend this session to learn about family meetings and what successful family businesses do differently.

NOV 21, 2019

 


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Local Leadership


 

President

President

Brian Baum, CFP®, CEPA
The Business Transition Group with UBS
P: (412) 215-6915

Email Brian

Vice President

Vice President

Chris Brodman, JD
Metz Lewis Brodman Must O'Keefe LLC
P: (412) 918-1103

Email Chris

Vice President

Vice President

Don Johnston, CPA
Grossman, Yanak and Ford
P: (412) 338-9309

Email Don

Vice President

Vice President

Brian Dandrea
PNC Mezzanine Capital
P: (412) 762-7172

Email Brian

Vice President

Vice President

Frank Bovina, CPA
Bank of America
P: (740) 317-2337

Email Frank

Thank You to Our Sponsors