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


Planning Considerations For Business Owners

Planning Considerations For Business Owners

Join us for an interactive dialogue revisiting opportunities and discussing considerations that business owners and their advisors can consider.

APR 25, 2019

Southeast Michigan<br>Chapter Social

Southeast Michigan
Chapter Social

Come meet and network with some of the top exit planning professionals in Southeast Michigan.

MAY 30, 2019

Protecting Value By Managing Risk

Protecting Value By Managing Risk

Experts from five different specialties will discuss how they define risk in their role and how they contribute to the overall risk management process.

JUN 27, 2019

August Save The Date

August Save The Date

Save the date for the Exit Planning Institute August Southeast Michigan Chapter event. Preregister Now.

AUG 22, 2019

October Save The Date

October Save The Date

Save the date for the Exit Planning Institute October Southeast Michigan Chapter event. Preregister Now.

OCT 24, 2019

 


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succession planning industry. Submit your contact information
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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

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

Email Michael

Vice President

Vice President

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

Email Stephen

Vice President

Vice President

Chuck Scrafano
Oswald Companies
P: (248) 433-7619

Email Chuck

Vice President

Vice President

Catherine L. Kosin, ARM, LIC
Oswald Companies
P: (248) 433-7602

Email Catherine

Vice President

Vice President

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

Email Craig

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