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ROCKY MOUNTAIN CHAPTER

The Rocky Mountain 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 Rocky Mountain 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

How to Effectively Join An Owner’s Advisory Team
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Chapter

How to Effectively Join An Owner’s Advisory Team

February 27, 2024

PREVIOUS VIRTUAL CHAPTER EVENTS

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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. 

CHAPTER RESOURCES

Decentralizing the Business Owner
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Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

THANK YOU TO OUR SPONSORS

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Learn more about becoming a Certified Exit Planning Advisor (CEPA).