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


January Peer Share and<br>Best Practices

January Peer Share and
Best Practices

Engage in a monthly virtual open forum to discuss best practices during these times in working with owners.

JAN 11, 2022

Exit Planning Case Study: Life After Business

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.

FEB 08, 2022

Business Owner Forum: Building Towards A Successful 2022

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

MAR 10, 2022

Social / Networking

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.

APR 28, 2022

May Peer Share<br> And Best Practices

May Peer Share
And Best Practices

Engage in a monthly virtual open forum to discuss best practices during these times in working with owners.

MAY 17, 2022

Exit Planning Case Study: A Buyer’s Perspective

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.

JUN 14, 2022

Exit Planning Case Study: Investigating Exit Options

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.

SEP 20, 2022

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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

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

Email Catherine

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

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