Utah
CHAPTER
The Utah Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.
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.
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 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.
Upcoming Chapter Events
How You Give Matters
This presentation will include the tax and philanthropic of donating private stock and the importance of planning for it.
Case Study
In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others.
Opportunity Zones
Opportunity Zones and Opportunity Zone Funds were established by the 2017 Tax Cuts & Jobs Act as a way to drive capital and resources.
Case Study
In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others to gain experience you can directly apply to your practice.
Event Photo Gallery
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Local Leadership
Vice President, Founding Member
Dan Matheson, CEPA, ChFC,
CLU, RICP
K2 Business Group
P: (801) 709-3535
Chapter Members
Thank You to Our Sponsors
