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Download Our CEPA Brochure
Download Our CEPA Brochure
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WEST MICHIGAN CHAPTER

The West Michigan Chapter of the Exit Planning Institute is a group of local advisors dedicated to engaging and educating to empower advisors and owners toward better business decisions.

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Chapter Purpose: The purpose of the EPI West Michigan Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local business 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 professional and promote the common business interests of those business advisors engaged in the profession of exit planning. 

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UPCOMING CHAPTER EVENTS

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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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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Healthy Conflict to Resolve Disputes

September 26, 2023
2023 Business Owner Forum
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2023 Business Owner Forum

October 19, 2023
2023 Business Case Study
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2023 Business Case Study

October 31, 2023
Panel Discussion - Exploring Family Dynamics & Owning a Family Business
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Chapter

Panel Discussion - Exploring Family Dynamics & 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

BECOME A MEMBER OF THE CHAPTER

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, a Membership and a Corporate Level Membership. View full details on what’s included with each membership below.

Membership

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.

Purchase a Membership
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.

Purchase a Sponsorship

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?

Submit Now

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

View All Resources

THANK YOU TO OUR SPONSORS

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