Rocky Mountain
CHAPTER
The Rocky Mountain 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 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.
National State of Owner Readiness Survey™
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?
Upcoming Chapter Events
Pre-Diligence: Avoiding Re-Pricing and Tanked Deals
If the LOI is where the deal is born, diligence
can be where it dies an early death.
The Good, the Bad & the Ugly of Exiting My Business
An inside look at transactions from the business owners perspective. Hear the good, the bad, and the ugly.
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Local Leadership
President
Holly Flores, PMP, CEPA
Quantive Business Valuations, LLC
P: (719) 602-4471 / (303) 396-4662
Vice President
Gus Spaulding
U.S. Trust, Bank of America Private Wealth Management
P: (303) 575-5819
Vice President
Wesley Weise, CFP
U.S. Trust, Bank of America Private Wealth Management
P: (303) 575-5811
