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WEST MICHIGAN CHAPTER

The West Michigan 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 West Michigan Chapter is to create a forum where local professional advisors can collaborate to address the needs of their community. We develop educational programs for business owners that can help both parties better prepare for a successful exit of a business. EPI West Michigan Chapter seeks to to develop, encourage, and foster the adoption of best practices for the exit planning profession and promote the common business interests of advisors who endorse them.

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UPCOMING CHAPTER EVENTS

Capitaliz on the Value Potential of Your Clients' Businesses
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Chapter

Capitaliz on the Value Potential of Your Clients' Businesses

March 28, 2023
Selling to an ESOP: How Seller's Answer the "Should We" Questions
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Chapter

Selling to an ESOP: How Seller's Answer the "Should We" Questions

April 25, 2023
How Owners Build Continuity - Panel Discussion
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Chapter

How Owners Build Continuity - Panel Discussion

May 30, 2023
Connecting Business & Personal Wealth: Considerations & Benefits of a Comprehensive Strategy
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Chapter

Connecting Business & Personal Wealth: Considerations & Benefits of a Comprehensive Strategy

June 27, 2023
July Social
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Chapter

July Social

July 25, 2023
M&A Update: Strategic Buyer vs. Private Equity Buyer (Panel Discussion)
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Chapter

M&A Update: Strategic Buyer vs. Private Equity Buyer (Panel Discussion)

August 29, 2023
Healthy Conflict to Resolve Disputes
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Chapter

Healthy Conflict to Resolve Disputes

September 26, 2023
2023 Business Case Study
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Chapter

2023 Business Case Study

October 31, 2023
What's Fair in the Context of Owning a Family Business?
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Chapter

What's Fair in the Context of Owning a Family Business?

November 28, 2023
Holiday Social Event
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Chapter

Holiday Social Event

December 12, 2023
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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.

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LOCAL LEADERSHIP

CHAPTER MEMBERS

CHAPTER MEMBERSHIP

A Chapter Membership with the EPI West Michigan Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned! The EPI West Michigan Chapter offers two different chapter memberships, an Annual Membership and a Corporate Level Membership. View full details on what’s included with each membership below.

Annual Membership

Annual Membership – $350 / Year – Renewed Annually in January

Education

  • Shared valuable expertise among business owners and centers of influence
  • Increased knowledge of exit and business-related concepts designed for advisors
  • Access to video recordings and chapter meeting materials in our Member Center
  • Education and networking with advisors and members of EPI

Engagement

  • Build and strengthen relationships with other prominent members of the community
  • Member-only LinkedIn group access (upcoming)
  • Meeting attendee registration information in our Member Center
  • Convenient one-time annual cost which includes ten chapter meetings and two chapter social events

Promotion

  • New member spotlight on the chapter social media and during upcoming event
  • Post company-related articles to chapter social media
  • Member contact information lists on chapter website
  • Inclusion in member directory (upcoming)

Join the EPI West Michigan chapter today and become part of our local business advisor community. For more information on memberships, please reach out to lisa@WestMichiganExitPlanning.com.

Corporate Sponsorship

Corporate Sponsorship- $1500 Annually

  • Demonstrate your support of area businesses
  • Increase your brand awareness in the business community
    • Advertising: 5-minute Sponsorship Spotlight twice yearly
    • Company logo displayed on chapter website
    • Current events/postings from corporation on chapter social media monthly
    • Formal acknowledgement at each chapter event and website event invitations
    • Yearly membership for 1 company advisor ($350 value/person) included in sponsorship
  • Access to all Annual Membership benefits

Join the EPI West Michigan chapter today and become part of our local business advisor community. For more information on memberships, please reach out to lisa@WestMichiganExitPlanning.com.

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 Report

MEMBER ARTICLES

Expand your knowledge and network with presentations, white papers, and articles written by fellow chapter members.

Have articles you want to submit?

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CHAPTER RESOURCES

Decentralizing the Business Owner
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Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

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THANK YOU TO OUR SPONSORS

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