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

Summer <br> Social Event

Social Event

Network and connect with like-minded individuals within the exit planning industry this August at Southern Tier. We hope to see you there!

AUG 4, 2022

Conversation with the <br> LaCarte Family

Conversation with the
LaCarte Family

The LaCarte family will be sharing the history of their business, the challenges they have overcome and what the future holds for them.

SEP 22, 2022


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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




Brian Baum, CFP®, CEPA
Interchange Capital Partners
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
Continuim Equity Partners
P: (412) 762-7172

Email Brian

Vice President

Vice President

Frank Bovina, CPA
S&T Bank
P: (740) 317-2337

Email Frank

Thank You to Our Sponsors


S&T Bank