West Michigan


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 Chapter Events

Valuation Methodologies

Valuation Methodologies

Attend this meeting to learn about how valuations can be useful for planning and in closing real transactions.

APR 27, 2021

Company Culture: The Hidden Impact to Valuation

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?

MAY 25, 2021

IP, Patents & Trademarks

IP, Patents & Trademarks

Join us while we discuss intellectual property, and the common issues they produce during the sale of a business.

JUN 29, 2021

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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Local Leadership




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

Daryl Targosz
P: (616) 975-2835

Email Daryl

Vice President

Vice President

Paul Zaleski, MBA
Expense Reduction Analysts
P: (855) 745-6600

Email Paul

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