West Michigan
CHAPTER
Engaging, educating and empowering advisors and owners toward better business decisions.
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.
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 Chapter Events
Closing the Gaps with
a Value Advisor
Do you know the process to help a business close those gaps in advance of the business' transition? Attend this session to learn more.
2022 Business Succession Planning Case Study
Join us in June to explore an example of a successful business transition through an interactive case study session.
EPI West Michigan Chapter Social Event
Network and connect with like-minded individuals within the exit planning industry this July at New Holland Brewing. We hope to see you there!
Women Business Owners / Entrepreneurs
This panel discussion will include a host of discussion questions regarding women entrepreneurs and their start-up stories.
Fishing for Value:
Case Study Part 1
Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.
Fishing for Value:
Case Study Part 2
Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.
Fishing for Value:
Case Study Part 3
Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.
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.
Member Articles
Expand your knowledge and network with presentations, white papers, and articles written by fellow chapter members.
Have articles you want to submit?
Local Leadership
