West Michigan

CHAPTER

*FACE TO FACE MEETINGS SUSPENDED UNTIL APRIL 30*

The West Michigan 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 West Michigan 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.

 

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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 State of Owner Readiness Report

Upcoming Virtual Chapter Events


Employee Ownership<br>as an Exit Option

Employee Ownership
as an Exit Option

There are several ways owners can exit a business; one option being Employee Ownership. Attend this virtual session to learn more.

MAR 31, 2020

Perspective and Goals of the<br>Private Equity Buyer

Perspective and Goals of the
Private Equity Buyer

Join the broadcast for a discussion on the perspective of a Private Equity buyer when they are assessing a potential acquisition.

APR 28, 2020

Upcoming Chapter Events


The Value of Expense Reduction for Organizations

The Value of Expense Reduction for Organizations

Attend this session to learn about how reducing expenses can add to the overall value of a business when planning for exit.

MAY 26, 2020

Leveraging SBA Loans as an Exit Planning Strategy

Leveraging SBA Loans as an Exit Planning Strategy

SBA financing programs vary depending on a borrower’s needs, learn to simply navigate a complex process to specific destinations.

JUN 30, 2020

 


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Local Leadership


 

President

President

Vincent B. Mastrovito, CEPA, CBEC, CVB
Prometis Partners Inc.
P: (616) 622-3070

Email Vincent

Vice President

Vice President

Mark Davis

First Business Bank
P: (616) 201-7177

Email Mark

Vice President

Vice President

Randy Rua, CEPA, CBA

NuVescor M&A
P: (616) 370-4047

Email Randy

Vice President

Vice President

Tamara Sytsma, CFP®, CPWA®

Sytsma Wealth Strategies
P: (616) 608-3755

Email Tamara

Vice President

Vice President

Edward "Chip" Talen
Verspoor Waalkes P.C.
P: (616) 459-6100

Email Chip

Vice President

Vice President

Paul Zaleski, MBA
Expense Reduction Analysts
P: (855) 745-6600

Email Paul

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