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
Debt Restructuring & A Case Study
John will discuss the process of restructuring debt and how it improves a company’s cash flow position and EBITDA.
Family Movie Night
Come network and connect with like-minded individuals within the exit planning industry this December for a movie night.
Event Photo Gallery
Join Chapter Email List
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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
