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.

 

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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 State of Owner Readiness Report

Upcoming Chapter Events


Exit Planning is Not What You Think: Chapter Launch Event

Exit Planning is Not What You Think: Chapter Launch Event

We are pleased to announce the launch of the Washington Chapter of the Exit Planning Institute! Our first event will be on May 12th, 2022 at 8:00 AM PST at the Hilton Hotel.

MAY 12, 2022

10 Vulnerabilities Hackers <br> Love to Exploit

10 Vulnerabilities Hackers
Love to Exploit

Our team of cybersecurity experts dedicate significant time and resources into maintaining a detailed understanding of advanced threat actor's current capabilities and methodologies.

JUN 16, 2022

Rusty Putter<br> EPI Golf Event

Rusty Putter
EPI Golf Event

Join us for a BBQ dinner and scramble putt-putt game to network with EPI members
at one of the best putt-putt course views in Washington.

AUG 4, 2022

5 Things Every Owner Must Know

5 Things Every Owner Must Know

The process of growing a significant company takes time and can be complex. This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.

SEP 15, 2022

Top 6 Requirements For Long-Term Success in Family Business

Top 6 Requirements For Long-Term Success in Family Business

Participants will learn 6 critical action steps necessary for long-term success in family business as they travel the value acceleration pathway.

OCT 27, 2022

EPI Washington Chapter End of Year Social Event

EPI Washington Chapter End of Year Social Event

We will be hosting a social event at Civility & Unrest where there will be a signature cocktail tasting and mingling.

NOV 17, 2022

2023 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

 


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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

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