Washington
WashingtonCHAPTER
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.
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?
Upcoming Chapter Events
Topgolf Social Event
The EPI Washington Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Join us at Topgolf this August!
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.
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 with industry expert, Mike McGrann.
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.
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.
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.
Local Leadership
Thank You to Our Sponsors
