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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

EPI St. Louis Chapter Launch: Exit Planning is Not What You Think
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In Person

EPI St. Louis Chapter Launch: Exit Planning is Not What You Think

August 21, 2025
Deep Dive into VAM Panel
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In Person

Deep Dive into VAM Panel

September 24, 2025
Opening Conversations with Business Owners
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In Person

Opening Conversations with Business Owners

October 22, 2025
EPI St. Louis Chapter Social Event
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In Person

EPI St. Louis Chapter Social Event

December 10, 2025
The Five Conversations that Drive Business Succession Planning - Joe Strazzeri and Shelley Lightfoot
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In Person

The Five Conversations that Drive Business Succession Planning - Joe Strazzeri and Shelley Lightfoot

January 28, 2026
Conversations Applied - Case Study
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In Person

Conversations Applied - Case Study

February 25, 2026
Investigating Exit Options - Panel Discussion
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In Person

Investigating Exit Options - Panel Discussion

June 24, 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?

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