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.

 

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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 Chapter Events


Grief Crisis in the Workplace

Grief Crisis in the Workplace

Attend this session to learn why it is important for your business to have a current grief crisis plan in place and participate in a real-life grief crisis scenario to be discussed on site and taken back to your own leadership team.

JAN 28, 2020

Charitable Planning & Complex Asset Gifts

Charitable Planning & Complex Asset Gifts

Attend this meeting to learn about how charitable planning for business owners and complex asset gifts in transition complex create an opportunity to add real value.

FEB 25, 2020

Employee Ownership 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 session to learn more.

MAR 31, 2020

Perspective and Goals of the Private Equity Buyer

Perspective and Goals of the Private Equity Buyer

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

APR 28, 2020

 


2020 Save the Dates


January 28, 2020

Grief Crisis in the Workplace

Mindy Buell 

Executive Director/CEO, Michael’s Place

[Register Now]

 

 

 

 

March 31, 2020

Employee Ownership as an Exit Option

Roy Messing 

Director, Kent State University

[Register Now]

February 25, 2020

Charitable Planning for Business Owners

James Carpenter

Fidelity Charitable VP/Charitable Planning Consultant

[Register Now]

 

 

 

April 28, 2020

Perspective and Goals of the Private Equity Buyer

John C. Pollock

LV2 Equity Partners Managing Director & Member

[Register Now]

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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

Edward "Chip" Talen

Verspoor Waalkes P.C.
P: (616) 459-6100

Email Chip

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