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.

 

Attend an Event Meet the Leaders Join Email List

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?

Download the National Report

Upcoming Chapter Events


Keeping It In The Family

Keeping It In The Family

Attendees will learn effective approaches to the most common roadblocks to a successful transition, and how to implement them in order to prevent roadblocks.

APR 23, 2019

Private Equity: The First 100 Days

Private Equity: The First 100 Days

Principals from three Private Equity Groups will discuss what owners can expect to happen when using PE investments.

JUN 13, 2019

 


Join Chapter Email List


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.

Subscribe to Email List

 

 

Local Leadership


President

President

Holly Flores, PMP, CEPA
Wells Fargo
P: (719) 602-4471 / (303) 396-4662

Email Holly

Vice President

Vice President

Gus Spaulding
Private Client Advisor
P: (617) 842-8025

Email Gus

Vice President

Vice President

Wesley Weise, CFP
Private Client Advisor
P: (720) 227-1904

Email Wesley

Vice President

Vice President

Jim Thomas
Minor & Brown, PC
P: (303) 376-6026

Email Jim

Reinvent yourself in 2018 with exit planning.