Southeast Michigan

CHAPTER

The Southeast Michigan 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 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.

 

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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?

Download the National Report

Upcoming Chapter Events


How to Start the Exit <br> Planning Conversation

How to Start the Exit
Planning Conversation

We look forward to having you join what some call the most productive 90 minutes you’ll have all month (intellectual capital, best practices, peer share, networking)!

FEB 16, 2023

How to Look at a Business From a Buyer's Perspective

How to Look at a Business From a Buyer's Perspective

Come network with new and old connections, learn from others through intellectual and thoughtful conversations, and discuss hot topics with others through peer sharing.

MAR 16, 2023

Discussing Exit Options with Clients and Prospects

Discussing Exit Options with Clients and Prospects

We look forward to having you join what some call the most productive 90 minutes you’ll have all month (intellectual capital, best practices, peer share, networking)!

APR 13, 2023

Networking Social

Networking Social

The EPI Southeast Michigan Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness.

MAY 11, 2023

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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


 

President

President

Greg Merrill, CFP®, CEPA
UBS Private Wealth Management
P: (203) 705-4218

Email Gregory

Vice President

Vice President

Craig Doescher, CEPA
Doescher Group
P: (248) 808-0416

Email Craig

Vice President

Vice President

Stephen Skok, CPA, MST
Doeren Mayhew
P: (248) 244-3375

Email Stephen

Vice President

Vice President

Michael P. Witzke
McDonald Hopkins
P: (248) 593-2948

Email Michael

Vice President

Vice President

Chuck Scrafano
Scrafano Group
P: (248) 866-5173

Email Chuck

Vice President

Vice President

Catherine Juon
EOS Worldwide
P: (734) 646-3201

Email Catherine

Vice President

Vice President

Nicholas Goldsworthy
Witt & Goldsworthy, PLLC
P: (810) 275-3362

Email Nicholas

Vice President

Vice President

Nick Diehl
Angle Advisors, LLC
P: (313) 580-3823

Email Nick

Vice President

Vice President

Josh Shaw
FINNEA Group, LLC
P: (248) 792-3117

Email Josh

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