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WASHINGTON, D.C. CHAPTER

The Washington, D.C. Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Washington, D.C. 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.

UPCOMING CHAPTER EVENTS

WASHINGTON, D.C. CHAPTER LAUNCH: EXIT PLANNING IS NOT WHAT YOU THINK
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WASHINGTON, D.C. CHAPTER LAUNCH: EXIT PLANNING IS NOT WHAT YOU THINK

May 7, 2026
Deep Dive into VAM Panel
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Deep Dive into VAM Panel

June 9, 2026
EPI WASHINGTON, D.C. CHAPTER SOCIAL EVENT
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EPI WASHINGTON, D.C. CHAPTER SOCIAL EVENT

July 7, 2026
OPENING CONVERSATIONS WITH BUSINESS OWNERS
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OPENING CONVERSATIONS WITH BUSINESS OWNERS

August 11, 2026
THE FIVE CONVERSATIONS THAT DRIVE BUSINESS SUCCESSION PLANNING WITH JOE STRAZZERI AND SHELLEY LIGHTFOOT
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THE FIVE CONVERSATIONS THAT DRIVE BUSINESS SUCCESSION PLANNING WITH JOE STRAZZERI AND SHELLEY LIGHTFOOT

September 8, 2026
CONVERSATIONS APPLIED
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CONVERSATIONS APPLIED

October 13, 2026
HOW TO MULTIPLY ENTERPRISE VALUE BY POWERING THE VALUE ACCELERATION METHODOLOGY™ WITH A BUSINESS OPERATING SYSTEM
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HOW TO MULTIPLY ENTERPRISE VALUE BY POWERING THE VALUE ACCELERATION METHODOLOGY™ WITH A BUSINESS OPERATING SYSTEM

November 10, 2026
EPI Washington, D.C. CHAPTER SOCIAL EVENT
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In Person

EPI Washington, D.C. CHAPTER SOCIAL EVENT

December 8, 2026
INVESTIGATING EXIT OPTIONS - PANEL DISCUSSION
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INVESTIGATING EXIT OPTIONS - PANEL DISCUSSION

January 5, 2027
STRATEGIC INSIGHTS: YEAR IN REVIEW AND CHAPTER DIRECTION WITH SCOTT SNIDER
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STRATEGIC INSIGHTS: YEAR IN REVIEW AND CHAPTER DIRECTION WITH SCOTT SNIDER

February 9, 2027
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LOCAL LEADERSHIP

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?

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