St. Louis Chapter

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.

In Person

Investigating Exit Options - Case Study

June 24, 2026

In Person

Empowering Conversations with Business Owners

July 22, 2026

In Person

Keynote: Assessing Market Readiness — A Practical Framework for Exit Minded

September 23, 2026

In Person

Case Study Part 1: Engaging Business Owners with Purpose

October 28, 2026

In Person

Valuation Gaps: Understanding the Three Gaps That Impact Every Owner

November 11, 2026

In Person

St. Louis Chapter Holiday Networking Social

December 9, 2026

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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?