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

Upcoming Chapter Events

Exit Planning is Not What <br> You Think

Exit Planning is Not What
You Think

We are pleased to announce the launch of the Utah Chapter of the Exit Planning Institute!

JUN 28, 2022

Chapter Social Event - <br> Top Golf

Chapter Social Event -
Top Golf

Network and connect with like-minded individuals in the exit planning industry this August at TopGolf.

JUL 14, 2022

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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Local Leadership




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

Email Rick

Vice President

Vice President

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

Email Brent

Vice President

Vice President

Dan Matheson
K2 Business Group
P: (801) 709-3535

Email Dan

Vice President

Vice President

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

Email John

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