West Michigan
CHAPTER
Engaging and educating to empower 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.
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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?
Upcoming Chapter Events
Women Business Owners / Entrepreneurs
This panel discussion will include a host of discussion questions regarding women entrepreneurs and their start-up stories.
Exit Planning Case Study: Life After Business
Is Rich prepared for his life after business? Join chapter experts as they dive into Rich Molnar’s wealth gap.
Exit Planning Case Study: A Buyer's Perspective
As an owner, you may think your company is valuable, but that it may not be the case from a buyer’s perspective.
Exit Planning Case Study: Investigating Exit Options
Has Rich investigated all his exit options? Researching all exit options focuses on more than just a sale.
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Member Articles
Expand your knowledge and network with presentations, white papers, and articles written by fellow chapter members.
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Local Leadership
Chapter Members
Mark Andresky
Performance Business Advisors, LLC
Management Consulting Services
P: (616) 855-1979
David Bogetz
Burnham Capital Partners, LLC
Financial Planners & Investment Advisors
P: (847) 236-0886
Brooks Kindel
Grand Valley
State University
Management Consulting Services
P: (616) 331-5000
Roy Messing
Employee Ownership Expansion Network
Management Consulting Services
P: (440) 567-1060
Pete Chadwick
Pinnacle Wealth Advisors, LLC
Financial Planners & Investment Advisors
P: (616) 301-6712
Scott Cousino
Legacy Capital Planners, LLC
Financial Planners & Investment Advisors
P: (616) 929-0896
Michael Curtis
J.P. Morgan Private Bank
Financial Planners & Investment Advisors
P: (616) 552-6543
Paul Damon
Family Capital Management
Financial Planners & Investment Advisors
P: (616) 288-3809
Bruce Johnson
CapTrust Financial Advisors
Financial Planners & Investment Advisors
P: (616) 392-5332
Brendon Johnson
CapTrust Financial Advisors
Financial Planners & Investment Advisors
P: (616) 392-5332
Lesli Matukaitis
Funk Financial & Consulting
Management Consulting Service
P: (855) 236-0600
David Stanislaw
Stanislaw Consulting, LLC
Management Consulting Services
P: (866) 222-7272
Jessica Starks
Transworld Business Advisors
Financial Planners & Investment Advisors
P: (517) 492-0039
Ben VerWys
Fiduciary Financial Advisors
Financial Planners & Investment Advisors
P: (616) 622-3062
Vincent Mastrovito
Prometis Partners, LLC
Management Consulting Services
P: (616) 622-3070
Donald VanderZwagg
SkyWay Drive Associates, LLC
Financial Planners & Investors
P: (616) 610 -9705
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