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

AI Tools and Tricks for Advisors
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AI Tools and Tricks for Advisors

January 15, 2026
Reverse Shark Tank
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Reverse Shark Tank

February 19, 2026
Seller Panel: Joint Event with EPI and Alliance of Merger & Acquisition Advisors
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In Person

Seller Panel: Joint Event with EPI and Alliance of Merger & Acquisition Advisors

March 19, 2026
Tax Saving Strategies When You Sell
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Tax Saving Strategies When You Sell

April 16, 2026
UVU + EPI Joint Economic Development Event
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In Person

UVU + EPI Joint Economic Development Event

May 7, 2026
Big Money Pipe Dreams
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Hybrid

Big Money Pipe Dreams

June 18, 2026
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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?

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