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 Chapter Events
Valuation Methodologies
Attend this meeting to learn about how valuations can be useful for planning and in closing real transactions.
Company Culture: The Hidden Impact to Valuation
Culture directly affects how your employees feel, which is measured through engagement, so why don’t we pay more attention?
IP, Patents & Trademarks
Join us while we discuss intellectual property, and the common issues they produce during the sale of a business.
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.
Get a grip on your business and dive into what makes for great businesses with Jim Coyle, Certified EOS Implementer.
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.
Listen to a panel of top HR experts and reimagine your business environment during COVID-19.
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