Denver Chapter | Exit Planning Institute

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.

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In Person

Building Value with AI: Enhancing Intangible Capital

May 27, 2025

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In Person

Building Value with Structural Capital: Frameworks for Freedom

June 24, 2025

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Political Environment and Outlook

Providing an overview not just of the elections, but of other important legislative matters that can impact Business Owners. Originally hosted 6/4/2020.

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Planning Strategies for Business Owners: 2020 & Beyond

Join us for a discussion on estate planning strategies including charitable giving and insurance trusts. Originally hosted 10/6/2020.

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2021 M&A Market Outlook

Hear from our panel of experts on what lies ahead in 2021 for the M&A markets.
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Originally hosted 1/21/2021.

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Employee Stock Ownership Plans

We conduct an overview of Employee Stock Ownership Plans (ESOPs) and their potential benefits.
Originally hosted 4/22/2021

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Tax Changes - What is on the table?

We take a look at a multitude of proposed tax changes and the impacts they may have on business owners.
Originally hosted 6/10/2021

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Exit Options Analysis

Presenter Sean Hutchinson will walk you through real client scenarios and explain how to get “multiple bites of the apple” from an exit.
Originally hosted 12/09/2021

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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.