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


State of the Union:<br>M&A Update

State of the Union:
M&A Update

Attend this session to start the new year by hearing from some of Denver's top M&A experts.


JAN 23, 2020

Business Owners and Divorce

Business Owners and Divorce

Join us for a presentation that will provide considerations to business owners and their advisors on how to navigate a private business interest in a divorce.

MAR 10, 2020

Save the Date

Save the Date

The EPI Rocky Mountain Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

APR 30, 2020

Save the Date

Save the Date

The EPI Rocky Mountain Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

JUN 09, 2020

Save the Date

Save the Date

The EPI Rocky Mountain Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

AUG 13, 2020

Save the Date

Save the Date

The EPI Rocky Mountain Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

OCT 06, 2020

Save the Date

Save the Date

The EPI Rocky Mountain Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

DEC 03, 2020

 


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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.

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Local Leadership


President

President

Gus Spaulding, CEPA
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

Bill Heermann
Newport LLC
P: (303) 809-0530

Email Bill

Vice President

Vice President

Shina Culberson, CFA
Quist Valuation
P: (303) 643-5737

Email Shina

Vice President

Vice President

Jeffrey Barker, CPA, CEPA, PFS
ACM LLP
P: (303) 830-1120

Email Jeff

Reinvent yourself with exit planning.