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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.
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?
Get the feeling that every day an organization is apologizing for a sensitive data breach or admitting that they’ve been hacked?
Has Rich looked at his company from a buyer’s perspective? Join chapter experts and work through a hands-on case study.
Providing an overview not just of the elections, but of other important legislative matters that can impact Business Owners. Originally hosted 6/4/2020.
Join us for a discussion on estate planning strategies including charitable giving and insurance trusts.
Originally hosted 10/6/2020.
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.
We conduct an overview of Employee Stock Ownership Plans (ESOPs) and their potential benefits.
Originally hosted 4/22/2021
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
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
EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.
Gus Spaulding, CEPA
Managing Director, Wealth Advisor, Cresset Capital
P: (720) 677-8772