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 Virtual Meetings


October Peer Share and<br>Best Practices

October Peer Share and
Best Practices

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

OCT 13, 2020

Cyber-Attacks Migrate to the Wealthy: Discussion of Attacks

Cyber-Attacks Migrate to the Wealthy: Discussion of Attacks

Cyber criminals are targeting private wealth clients and/or executives. In this months discussion we will learn ways to protect against financial loss, reputational risk, and ransomware and lost data.

NOV 10, 2020

December Peer Share and<br>Best Practices

December Peer Share and
Best Practices

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

DEC 08, 2020

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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

Sandy Kowalski
Doeren Mayhew
P: (248) 244-3034

Email Sandy

Vice President

Vice President

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

Email Chuck

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

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