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


IP, Patents <br>& 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

Building an Effective Sales Process & Sales Team

Building an Effective Sales Process & Sales Team

What makes an effective sales process? Join us for a high-level overview of how to establish sustainable revenue growth.

JUL 27, 2021

Liquidity Planning

Liquidity Planning

Proper liquidity planning can completely
transform your financial life. Let's discuss
what to consider before and after a
liquidity event?

AUG 31, 2021

ESOP's (Panel Discussion)

ESOP's (Panel Discussion)

During this panel discussion, owners can learn the basics of what an ESOP is, what the ESOP transaction process entails, and what to expect after the Company is an ESOP.

SEP 28, 2021

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succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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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


 

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

Daryl Targosz
Rehmann
P: (616) 975-2835

Email Daryl

Vice President

Vice President

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

Email Paul