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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

ESOPs
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ESOPs

September 18, 2025
Sell Side Accounting and Due Diligence
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Sell Side Accounting and Due Diligence

October 7, 2025
Asset Protection and Estate Planning
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Asset Protection and Estate Planning

October 16, 2025
The Final Hurdle - 8594 Asset Acquisition Statement
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The Final Hurdle - 8594 Asset Acquisition Statement

November 4, 2025
MEMBERS ONLY EVENT: Year-End Awards Banquet and Social
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In Person

MEMBERS ONLY EVENT: Year-End Awards Banquet and Social

November 20, 2025
Seller Panel: Real Business Owners Share Their Exit Stories
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Seller Panel: Real Business Owners Share Their Exit Stories

December 2, 2025
Live Exit Planning Event
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Live Exit Planning Event

July 18, 2025
Intro to Exit Planning
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In Person

Intro to Exit Planning

August 5, 2025
Cinderella Story - Don't Fall in Love with the First Person Who Asks You to Dance - LOI Review
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Hybrid

Cinderella Story - Don't Fall in Love with the First Person Who Asks You to Dance - LOI Review

August 21, 2025
ESOPs
Exit Planning Institute Image
Hybrid

ESOPs

September 18, 2025
Sell Side Accounting and Due Diligence
Exit Planning Institute Image
Hybrid

Sell Side Accounting and Due Diligence

October 7, 2025
Asset Protection and Estate Planning
Exit Planning Institute Image
Hybrid

Asset Protection and Estate Planning

October 16, 2025
The Final Hurdle - 8594 Asset Acquisition Statement
Exit Planning Institute Image
Hybrid

The Final Hurdle - 8594 Asset Acquisition Statement

November 4, 2025
MEMBERS ONLY EVENT: Year-End Awards Banquet and Social
Exit Planning Institute Image
In Person

MEMBERS ONLY EVENT: Year-End Awards Banquet and Social

November 20, 2025
Seller Panel: Real Business Owners Share Their Exit Stories
Exit Planning Institute Image
Hybrid

Seller Panel: Real Business Owners Share Their Exit Stories

December 2, 2025
Live Exit Planning Event
Exit Planning Institute Image
Hybrid

Live Exit Planning Event

July 18, 2025
Intro to Exit Planning
Exit Planning Institute Image
In Person

Intro to Exit Planning

August 5, 2025
Cinderella Story - Don't Fall in Love with the First Person Who Asks You to Dance - LOI Review
Exit Planning Institute Image
Hybrid

Cinderella Story - Don't Fall in Love with the First Person Who Asks You to Dance - LOI Review

August 21, 2025
ESOPs
Exit Planning Institute Image
Hybrid

ESOPs

September 18, 2025
Sell Side Accounting and Due Diligence
Exit Planning Institute Image
Hybrid

Sell Side Accounting and Due Diligence

October 7, 2025
Asset Protection and Estate Planning
Exit Planning Institute Image
Hybrid

Asset Protection and Estate Planning

October 16, 2025
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EVENT PHOTO GALLERY

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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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