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SARASOTA CHAPTER

The Sarasota Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Sarasota 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.

UPCOMING CHAPTER EVENTS

Opening Conversations with Business Owners
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In Person

Opening Conversations with Business Owners

September 11, 2025
Conversations Applied
Exit Planning Institute Image
In Person

Conversations Applied

October 16, 2025
Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson
Exit Planning Institute Image
In Person

Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson

November 13, 2025
Social Event
Exit Planning Institute Image
In Person

Social Event

December 4, 2025
Investigating Exit Options - Panel Discussion
Exit Planning Institute Image
In Person

Investigating Exit Options - Panel Discussion

January 15, 2026
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
Exit Planning Institute Image
In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

February 12, 2026
The Power of Partnerships: Leveraging Centers of Influence to Elevate Client Impact
Exit Planning Institute Image
In Person

The Power of Partnerships: Leveraging Centers of Influence to Elevate Client Impact

April 24, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
Exit Planning Institute Image
In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

May 15, 2025
EPI Sarasota Chapter Social Event
Exit Planning Institute Image
In Person

EPI Sarasota Chapter Social Event

June 5, 2025
Opening Conversations with Business Owners
Exit Planning Institute Image
In Person

Opening Conversations with Business Owners

September 11, 2025
Conversations Applied
Exit Planning Institute Image
In Person

Conversations Applied

October 16, 2025
Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson
Exit Planning Institute Image
In Person

Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson

November 13, 2025
Social Event
Exit Planning Institute Image
In Person

Social Event

December 4, 2025
Investigating Exit Options - Panel Discussion
Exit Planning Institute Image
In Person

Investigating Exit Options - Panel Discussion

January 15, 2026
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
Exit Planning Institute Image
In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

February 12, 2026
The Power of Partnerships: Leveraging Centers of Influence to Elevate Client Impact
Exit Planning Institute Image
In Person

The Power of Partnerships: Leveraging Centers of Influence to Elevate Client Impact

April 24, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
Exit Planning Institute Image
In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

May 15, 2025
EPI Sarasota Chapter Social Event
Exit Planning Institute Image
In Person

EPI Sarasota Chapter Social Event

June 5, 2025
Opening Conversations with Business Owners
Exit Planning Institute Image
In Person

Opening Conversations with Business Owners

September 11, 2025
Conversations Applied
Exit Planning Institute Image
In Person

Conversations Applied

October 16, 2025
Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson
Exit Planning Institute Image
In Person

Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson

November 13, 2025
View All Events

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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.

LOCAL LEADERSHIP

NATIONAL STATE OF OWNER READINESS™

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?

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