---
title: St. Louis Chapter | Exit Planning Institute
description: Join CEPA professionals at EPI St. Louis for networking, education, and best practices in exit and succession planning.
---

![missouri outline](https://exit-planning-institute.org/hs-fs/hubfs/missouri%20outline.png?width=120&height=110&name=missouri%20outline.png)

# 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.

![St Louis - Full Color (2)](https://exit-planning-institute.org/hs-fs/hubfs/St%20Louis%20-%20Full%20Color%20(2).png?width=250&height=139&name=St%20Louis%20-%20Full%20Color%20(2).png)

**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.

[ Attend an Event ](https://exit-planning-institute.org/chapter/epi-st-louis-chapter#chapter-events)

[ Meet the Leaders ](https://exit-planning-institute.org/chapter/epi-st-louis-chapter#leadership-team)

 Join Our Email List

[ Become a Member ](https://share.hsforms.com/1cJy-u4X9TjOwqzUzlTJpZQ43422)

[ Become a Sponsor ](https://exit-planning-institute.myshopify.com/products/epi-sarasota-2025-annual-chapter-sponsorship)

## UPCOMING CHAPTER EVENTS

[Empowering Conversations with Business Owners](https://exit-planning-institute.org/events/epi-st-louis-july-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20St.%20Louis/STL%20JUL%20Banner%20(1).png)

In Person

#### Empowering Conversations with Business Owners

 July 22, 2026

[Keynote: Assessing Market Readiness — A Practical Framework for Exit Minded ](https://exit-planning-institute.org/events/epi-st-louis-september-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20St.%20Louis/STL%20SEP%20Banner.png)

In Person

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

 September 23, 2026

[Case Study Part 1: Engaging Business Owners with Purpose](https://exit-planning-institute.org/events/epi-st-louis-october-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20St.%20Louis/STL%20OCT%20Banner.png)

In Person

#### Case Study Part 1: Engaging Business Owners with Purpose

 October 28, 2026

[Valuation Gaps: Understanding the Three Gaps That Impact Every Owner](https://exit-planning-institute.org/events/epi-st-louis-november-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20St.%20Louis/STL%20NOV%20Banner.png)

In Person

#### Valuation Gaps: Understanding the Three Gaps That Impact Every Owner

 November 11, 2026

[St. Louis Chapter Holiday Networking Social](https://exit-planning-institute.org/events/epi-st-louis-december-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/Chapter%20St.%20Louis/STL%20DEC%20Banner.png)

In Person

#### St. Louis Chapter Holiday Networking Social

 December 9, 2026

[ View All Events ](https://exit-planning-institute.org/events)

## JOIN CHAPTER EMAIL LIST

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.

 Subscribe to Our Email List

## 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?

 Download the National Report

## THANK YOU TO OUR SPONSORS

![thumbnail_Hartford-Funds_BIG-fdee2e3c](https://exit-planning-institute.org/hubfs/thumbnail_Hartford-Funds_BIG-fdee2e3c.png "thumbnail_Hartford-Funds_BIG-fdee2e3c")

## THANK YOU TO OUR SPONSORS!

![90_Ninety_Black__1_Logo](https://exit-planning-institute.org/hs-fs/hubfs/90_Ninety_Black__1_Logo.jpg?width=250&height=131&name=90_Ninety_Black__1_Logo.jpg "90_Ninety_Black__1_Logo")

![The Estep Law Firm](https://exit-planning-institute.org/hubfs/The%20Estep%20Law%20Firm.jpg "The Estep Law Firm")

![Plancorp (1)](https://exit-planning-institute.org/hubfs/Plancorp%20(1).png "Plancorp (1)")

![Live Oak Bank](https://exit-planning-institute.org/hubfs/Live%20Oak%20Bank.png "Live Oak Bank")

![L10 Performance Solutions](https://exit-planning-institute.org/hubfs/L10%20Performance%20Solutions.png "L10 Performance Solutions")

![HKA CPAs & Advisors](https://exit-planning-institute.org/hubfs/HKA%20CPAs%20%26%20Advisors.png "HKA CPAs & Advisors")

![Capstone M&A](https://exit-planning-institute.org/hubfs/Capstone%20M%26A.png "Capstone M&A")

![1834 Old National Bank](https://exit-planning-institute.org/hubfs/1834%20Old%20National%20Bank.png "1834 Old National Bank")

## DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor.

[ Download the CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

### Provide More Info 1

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 2

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 3

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 4

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 5

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 6

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 6

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)

### Provide More Info 6

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

[ Button ](https://www.hubspot.com/)