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
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.
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.
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.
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!
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