Washington

CHAPTER

The Washington 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 Washington 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.

 

Attend an Event Meet the Leaders Join Email List

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 State of Owner Readiness Report

Upcoming Chapter Events


2023<br> Market Outlook

2023
Market Outlook

It is time to look ahead to the future and understand what role the current market conditions and trends will play in your 2023 strategy.

JAN 26, 2023

How Alternative Investments Can Help

How Alternative Investments Can Help

Many business owners need to invest the proceeds from their business sale to ensure their financial security, family legacy and to accomplish
their life goals.

MAR 21, 2023

Understanding M&A and Private Capital Markets

Understanding M&A and Private Capital Markets

We will discuss different exit options, who the buyers are for each option, and what your clients’ businesses must look like to achieve their
desired outcomes.

MAY 9, 2023

Social Event

Social Event

Join the EPI Washington Chapter for a summer social kick-off at SPIN Seattle. Network with fellow professionals over drinks, food, and pong. We look forward to having you join!

JUN 15, 2023

 


Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Local Leadership


 

Co-Founder

Co-Founder

Corina Davis, CFP®, CPWA®, CPFA, CEPA®
Merrill Lynch
P: (206) 464-3535

Email Corina

Co-Founder

Co-Founder

Benjamin Duenwald, CRPC®, CFP®, CEPA®
Merrill Lynch TD Group
P: (425) 637-4682

Email Ben

Leadership Partner

Leadership Partner

Katherine Bellows

Cascadia Capital
P: (206) 436-2513

Email Katherine

Leadership Partner

Leadership Partner

Evan Fisher

Rainier Group
P: (425) 463-3018

Email Evan

Leadership Partner

Leadership Partner

Tyler Jones
Helsell Fetterman
P: (206) 689-2164

Email Tyler

Leadership Partner

Leadership Partner

Kyle Talley
PwC
P: (425) 290-2550

Email Kyle

Leadership Partner

Leadership Partner

Lucas Kartic
Turning Point
P: (425) 218-3154

Email Lucas

Leadership Partner

Leadership Partner

Trevor Hill
ACT Capital Advisors
P: (206) 660-7992

Email Trevor

Thank You to Our Sponsors