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ST. LOUIS CHAPTER

The St. Louis Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI St. Louis Chapter is to create a forum where the local community of professional advisors can collaborate to address the unique needs of the local community.  We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business.  This includes creating, encouraging, and fostering the adoption of best practices for the exit planning profession and promoting the common business interests of those business advisors engaged in the profession of exit planning.

UPCOMING CHAPTER EVENTS

Case Study Part 1: Engaging Business Owners with Purpose
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In Person

Case Study Part 1: Engaging Business Owners with Purpose

October 28, 2026
Valuation Gaps: Understanding the Three Gaps That Impact Every Owner
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In Person

Valuation Gaps: Understanding the Three Gaps That Impact Every Owner

November 11, 2026
St. Louis Chapter Holiday Networking Social
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In Person

St. Louis Chapter Holiday Networking Social

December 9, 2026
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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.

LOCAL LEADERSHIP

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?

THANK YOU TO OUR SPONSORS

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THANK YOU TO OUR SPONSORS!

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