Rocky Mountain


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.


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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

Business Owner Event: Good Bad and Ugly

Business Owner Event: Good Bad and Ugly

Attend this session to learn about the good, bad, and ugly of business ownership.

DEC 05, 2019


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Local Leadership



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

Reinvent yourself with exit planning.