West Michigan
CHAPTER
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.
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 Virtual Meetings
Get a Grip on Your Business
Do you know the six keys to getting what you want from your business?
Returning to Work Safely
Creating Safe Office Environments/Employees Working Remotely & Flexible Work Schedules.
Business Value Drivers
Join us for updates on key drivers to higher values for business owners.
Valuation Methodologies and Strategies for Their Use
Attend this meeting to learn about how valuations can be useful for planning and in closing real transactions.
Explore Past Meetings
Watch recent West Michigan Chapter event videos.
Leveraging SBA Loans as an Exit Planning Strategy with Mark Davis, SBA Business Development Officer, First Business Bank.
Gain insights on best practices from business owners who have experience with an ‘Internal Sale to a Key Person.’
Learn to preserve the value of the business through the sale process with Jon Siebers, Rhoades McKee.
Watch the Social Event and hear from Randy Rua, CEPA, CBA, Vice President, NuVescor M&A, about the impact of COVID-19.
Overcome the challenge of attracting and retaining top talent with a panel of industry experts.
Structure buy-sell agreements among owners of closely held businesses with Jeff Ammon, Attorney, Miller Johnson.
Prepare your leadership team for transition scenarios they make not expect with David Spitulnik, Spitulnik Advisors, LLC.
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Local Leadership
