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
Colorado State of Owner Readiness Launch Event
Within one year of exiting their business, 3 out of 4 business owners expressed that they “profoundly regretted” their decision to sell due to lack of “readiness”.
Previous Virtual Chapter Events
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.
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.
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.
Employee Stock Ownership Plans
We conduct an overview of Employee Stock Ownership Plans (ESOPs) and their potential benefits.
Originally hosted 4/22/2021
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
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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Local Leadership
Vice President
Gus Spaulding, CEPA
Managing Director, Wealth Advisor, Cresset Capital
P: (720) 677-8772
