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RALEIGH CHAPTER

The Raleigh 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 Raleigh 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

Exit Planning is Not What You Think: Chapter Launch Event
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In Person

Exit Planning is Not What You Think: Chapter Launch Event

February 4, 2025
Deep Dive into the Value Acceleration Methodology: Panel Discussion
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In Person

Deep Dive into the Value Acceleration Methodology: Panel Discussion

March 11, 2025
Opening Conversations with Business Owners: Case Study
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In Person

Opening Conversations with Business Owners: Case Study

April 8, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri And Shelley Lightfoot
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In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri And Shelley Lightfoot

May 13, 2025
Investigating Exit Options - Panel Discussion
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In Person

Investigating Exit Options - Panel Discussion

June 10, 2025
Raleigh/Durham EPI Chapter Social Event
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In Person

Raleigh/Durham EPI Chapter Social Event

July 8, 2025
Put A Pin In It - Meeting Your Clients Where They Are
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In Person

Put A Pin In It - Meeting Your Clients Where They Are

September 9, 2025
Conversations Applied - Case Study
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In Person

Conversations Applied - Case Study

October 14, 2025
Strategic Insights - Year In Review And Chapter Direction with Scott Snider
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In Person

Strategic Insights - Year In Review And Chapter Direction with Scott Snider

November 11, 2025
Raleigh/Durham EPI Chapter Social Event
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In Person

Raleigh/Durham EPI Chapter Social Event

December 9, 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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