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.

 

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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?

Download the National Report

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


Exit Planning Basics: Monetize Exit Planning

Exit Planning Basics: Monetize Exit Planning

Learn the fundamentals of exit planning and how advisors can monetize it in their practice.

AUG 18, 2022

Exit Planning Case Study: Life After Business

Exit Planning Case Study: Life After Business

In this session, you will work through a hands-on case study to build your exit planning acumen.

SEP 22, 2022

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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Rick Krebs, CPA, CEPA
Business Sales Group
P: (801) 688-2554

Email Rick

Vice President, Founding Member

Vice President, Founding Member

Dan Matheson, CEPA, ChFC,
CLU, RICP
K2 Business Group
P: (801) 709-3535

Email Dan

Vice President

Vice President

Brent Hawkins
Bennett, Tueller, Johnson, and Deere
P: (801) 438-2000

Email Brent

Vice President

Vice President

John Ward
Capital Pro Partners
P: (801) 874-6264

Email John

Chapter Members


 

Rick Krebs,
CPA, CEPA

Business Sales Group
P: (801) 688-2554

Email Rick

Tyler Sutherland,
CEPA

Merrill Lynch
P: (801) 284-1948

Email Tyler

Marcus Johnson,
CEPA

Edward Jones
P: (801) 261-0551

Email Marcus

Eduard van Stam

Outsourced CFO
P: (801) 979-8233

Email Eduard

Dan Matheson, CEPA, ChFC, CLU, RICP

K2 Business Group
P: (801) 709-3535

Email Dan

Brent Hawkins

Bennett, Tueller, Johnson, and Deere
P: (801) 438-2000

Email Brent

John Ward

Capital Pro Partners
P: (801) 874-6264

Email John

Niels Bybee

Dorsey & Whitney LLP
P: (801) 597-7146

Email Niels

Duane Toney

Carson Wealth
P: (801) 683-1000

Email Duane

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