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.

 

Attend an Event Meet the Leaders Join Email List

DOWNLOAD TEXAS STATE OF OWNER READINESS REPORT

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 your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!

DOWNLOAD NOW

Upcoming Chapter Events


Deliver Value Growth and Exit Planning Services

Deliver Value Growth and Exit Planning Services

As an advisor to business owners you’ve taken the first step in recognizing your unique talents and how you also need collaborative relationships with other advisors. Now what? How to develop a strategic plan to deliver Value Growth and Exit Planning Services to Your Clients

OCT 22, 2019

Save the Date: NOV 14

Save the Date: NOV 14

The EPI South Texas 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.


NOV 14, 2019

Save the Date: DEC 12

Save the Date: DEC 12

The EPI South Texas 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 12, 2019

 


Join Chapter Email List


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.

Subscribe to Email List

 

 

Local Leadership


 

Leadership

Leadership

Thomas Jordan, CLU, MSFS, CEPA
SWBC
P: (210) 376-3378

Email Thomas

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

Sponsorships

Sponsorships

Katie Jaskinia, CFP®, CRC, CISP, CEPA
Frost Bank/Wealth Advisors
P: (210) 220-5326

Email Katie

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