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.
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?
Upcoming Chapter Events
January Peer Share and
Best Practices
Engage in a monthly virtual open forum to discuss best practices during these times in working with owners.
Exit Planning Case Study: Life After Business
Is Rich prepared for his life after business? Join chapter experts and work through a hands-on case study.
Business Owner Forum: Building Towards A Successful 2022
A day of four top-of-mind topics for owners with the flexibility that you can chose to attend whichever is interest to you
Social / Networking
Come join the community to build on existing professional relationships and make new ones to further build your bench of professionals and have a good time doing it.
May Peer Share
And Best Practices
Engage in a monthly virtual open forum to discuss best practices during these times in working with owners.
Exit Planning Case Study: A Buyer’s Perspective
Has Rich looked at his company from a buyer’s perspective? Join chapter experts and work through a hands-on case study.
Exit Planning Case Study: Investigating Exit Options
Has Rich investigated all his exit options? Join chapter experts and work through a hands-on case study.
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