South Texas

CHAPTER

The South Texas 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 South Texas 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

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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Local Leadership


 

Leadership

Leadership

Thomas Jordan, CLU, MSFS, CEPA
VL Advisors/MPN Inc.
P: (210) 872-1055

VIEW BIO

Events

Events

Evan Gedminas, CPA, MBA
Gedminas and Associates
P: (210) 215-6373

Email Evan

Readiness Survey

Readiness Survey

Omar Garcia, CBI, M&AMI, MBA
VR Business Brokers
P: (210) 688-4813

Email Omar

Public Relations

Public Relations

William Trey Gerhardt, III, JD, LLM
RSM US LLP
P: (210) 828-6281

Email William

Chapter Strategy

Chapter Strategy

Joseph Garcia
Mindstream Consultants
P: (210) 819-7306

Email Joseph

Community Outreach

Community Outreach

Marianne Watson
Lone Star Capital Bank
P: (210) 581-0438

Email Marianne

Board Strategy

Board Strategy

James D. Rosenblatt
Rosenblatt Law Firm
P: (210) 562-2900

Email James

Thank You to Our Board Members


 

Collaborative Partners


 

Thank You to Our Supporting Sponsors