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


Know the Numbers.<br>Know the Business.

Know the Numbers.
Know the Business.

This workshop will educate and demonstrate the importance of having a fluid working knowledge of business financials and why this knowledge can help all advisors with their business owner clients.


JAN 29, 2020

Advise your owner clients to be stingy with their equity

Advise your owner clients to be stingy with their equity

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.

MAR 19, 2020

Demystifying Buy-Sell/Employment and Non Compete Agreements

Demystifying Buy-Sell/Employment and Non Compete Agreements

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.

MAY 13, 2020

Save the Date -Social

Save the Date -Social

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.

JUN 24, 2020

Save the Date

Save the Date

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.

AUG 26, 2020

Save the Date

Save the Date

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.

OCT 07, 2020

Save the Date

Save the Date

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 02, 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


 

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

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