Utah-State

UTAH CHAPTER

The Utah 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 Utah 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.

UPCOMING CHAPTER EVENTS

Investment Banking and Raising Capital
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In Person

Investment Banking and Raising Capital

February 22, 2024
Panel Discussion - Business Owners Who Recently Sold
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In Person

Panel Discussion - Business Owners Who Recently Sold

March 21, 2024
The Legal Side of Selling a Business
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In Person

The Legal Side of Selling a Business

April 18, 2024
Business Coaches Panel
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In Person

Business Coaches Panel

May 16, 2024
What Business Owners Need to Know About Lending
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In Person

What Business Owners Need to Know About Lending

June 20, 2024

EVENT PHOTO GALLERY

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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

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

CHAPTER MEMBERS

CHAPTER MEMBERSHIP

A Chapter Membership with the EPI Utah Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned!  View full details on what’s included with the membership below.

ANNUAL MEMBERSHIP

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?

CHAPTER RESOURCES

Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

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