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 Virtual Owner Panel Discussions


Upcoming Virtual Meetings


Attend this session to gain insights on how to structure buy-sell agreements among owners of closely held businesses.

AUG 25, 2020

We know it is a challenge to attract and retain top talent. Don't miss this panel discussion on executive compensation.

SEP 29, 2020

Learn about preparing yourself, as well as your leadership team, for the next chapter in life upon exit.

OCT 27, 2020

This discussion will focus on Pre-Sale Seller Due Diligence and how to keep employees through the process.

NOV 24, 2020

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.

 

Watch the Social Event and hear from Randy Rua, CEPA, CBA, Vice President, NuVescor M&A, about the impact of COVID-19.

 

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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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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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