EPI Southeast Michigan Chapter - Exit Planning Institute Local Platform for Advisors

Chapter Purpose: The purpose of the EPI Southeast Michigan 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.

In Person

EPI Southeast Michigan January Networking Social

January 16, 2025

In Person

EPI Southeast Michigan February Community Conversations: Peer Share

February 20, 2025

In Person

EPI Southeast Michigan April Community Conversations: Peer Share

April 17, 2025

Virtual

1st Annual Virtual Business Owner Forum

June 12, 2025

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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?