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DENVER CHAPTER

The Denver 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 Denver 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

2025 M&A Market Outlook: Insights for the Year Ahead
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In Person

2025 M&A Market Outlook: Insights for the Year Ahead

January 28, 2025
Building a Legacy: Succession and Continuity Planning
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In Person

Building a Legacy: Succession and Continuity Planning

February 25, 2025
Family Transitions: A Recipe for Success
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In Person

Family Transitions: A Recipe for Success

March 25, 2025
Establishing Yourself in an Owner’s Advisory Team - Case Study Part 1
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Virtual

Establishing Yourself in an Owner’s Advisory Team - Case Study Part 1

April 22, 2025
Building Value with AI: Enhancing Intangible Capital
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In Person

Building Value with AI: Enhancing Intangible Capital

May 27, 2025
Building Value with Structural Capital: Frameworks for Freedom
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In Person

Building Value with Structural Capital: Frameworks for Freedom

June 24, 2025
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Colorado State of Owner Readiness Survey™

This year we asked business owners about their transition teams, business exit timelines, and the importance of a transition strategy. The data in the report highlights the importance of educating business owners about exit options. After reading the report, professional advisors should apply the results to their practice and utilize this valuable information about emerging client markets. 

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