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.

 

Attend an Event Meet the Leaders Meet the Members Join Email List

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


Women Business Owners / Entrepreneurs

Women Business Owners / Entrepreneurs

This panel discussion will include a host of discussion questions regarding women entrepreneurs and their start-up stories.

AUG 30, 2022

Exit Planning Case Study: Life After Business

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.

SEP 27, 2022

Exit Planning Case Study: A Buyer's Perspective

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.

OCT 25, 2022

Exit Planning Case Study: Investigating Exit Options

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.

NOV 29, 2022

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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

Scott Cousino, CFP®, CEPA

Legacy Capital Planners, LLC
P: (616) 929-0896

Email Scott

Founder

Founder

Vincent B. Mastrovito, CEPA, CBEC, CVB
Prometis Partners Inc.
P: (616) 622-3070

Email Vincent

Vice President

Vice President

Mark Davis

KeyBank
P: (616) 406-4178

Email Mark

Vice President

Vice President

Nicholas Good

Rua Associates
P: (616) 540-8922

Email Nick

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

Kelly Cousineau
Conquer Change Coaching
P: (231) 750-6908

Email Kelly

Chapter Members


 

Mark Andresky

Performance Business Advisors, LLC
Management Consulting Services
P: (616) 855-1979

Email Mark

David Bogetz

Burnham Capital Partners, LLC
Financial Planners & Investment Advisors
P: (847) 236-0886

Email David

Paul Holtrop

Sage Performance Counseling
Management Consulting Services
P: (616) 915-9393

Email Paul

Brooks Kindel

Grand Valley
State University
Management Consulting Services
P: (616) 331-5000

Email Brooks

Roy Messing

Employee Ownership Expansion Network
Management Consulting Services
P: (440) 567-1060

Email Roy

Pete Chadwick

Pinnacle Wealth Advisors, LLC
Financial Planners & Investment Advisors
P: (616) 301-6712

Email Pete

Kelly Cousineau

Conquer Change Coaching
Management Consulting Services
P: (231) 750-6908

Email Kelly

Scott Cousino

Legacy Capital Planners, LLC
Financial Planners & Investment Advisors
P: (616) 929-0896

Email Scott

Mike Craig

GKW Business Solutions
Management Consulting Services
P: (313) 680-9695

Email Mike

Will Craig

GKW Business Solutions
Management Consulting Services
P: (313) 680-9695

Email Will

Michael Curtis

J.P. Morgan Private Bank
Financial Planners & Investment Advisors
P: (616) 552-6543

Email Michael

Paul Damon

Family Capital Management
Financial Planners & Investment Advisors
P: (616) 288-3809

Email Paul

Mark Davis

KeyBank
Financial Planners & Investment Advisors
P: (616) 406-4178

Email Mark

Hilary Dolbee

B2B CFO
Management Consulting Services
P: (269) 569-4472

Email Hilary

Terry Dwyer

Breakwater Partners, LLC
Management Consulting Services
P: (317) 694-9833

Email Terry

Brandon Finnie

Vision ESOP Valuation
Management Consulting Services
P: (616) 481-6834

Email Brandon

Mark Fisher

Lighthouse Sales Consulting
Management Consulting Services
P: (989) 245-4407

Email Mark

Nick Good

NBG Capital, LLC
Financial Planners & Investment Advisors
P: (616) 855-5955

Email Nick

Bruce Johnson

CapTrust Financial Advisors
Financial Planners & Investment Advisors
P: (616) 392-5332

Email Bruce

Brendon Johnson

CapTrust Financial Advisors
Financial Planners & Investment Advisors
P: (616) 392-5332

Email Brendon

Lesli Matukaitis

Funk Financial & Consulting
Management Consulting Service
P: (855) 236-0600

Email Lesli

James Moore

Wilson, Lett & Kerbaway, PLC; Borkus Law, PLC
Law Firms
P: (616) 345-2900

Email James

Michele Mollard

Sherpa LLC
Management Consulting Services
P: (269) 998-3331

Email Michele

Jeff Peterson

Van Wyk Risk Solutions
Insurance Agencies & Brokerages
P: (800) 780-6995

Email Jeff

Dan Poortenga

National Christian
Foundation
Business Associations
P: (616) 957-4372

Email Dan

David Stanislaw

Stanislaw Consulting, LLC
Management Consulting Services
P: (866) 222-7272

Email David

Jessica Starks

Transworld Business Advisors
Financial Planners & Investment Advisors
P: (517) 492-0039

Email Jessica

Daryl Targosz

Rehmann
Management Consulting Services
P: (616) 975-2835

Email Daryl

Ben VerWys

Fiduciary Financial Advisors
Financial Planners & Investment Advisors
P: (616) 622-3062

Email Ben

Tim Whelan

Brogan
Financial Planners & Investment Advisors
P: (517) 351-4400

Email Tim

Chuck King

Adamy Valuation
CPA Practices
P: (616) 729-0980

Email Chuck

Marci Chapin

Comerica Bank
Consumer Lending
P: (231) 739-0213

Email Marci

Todd Custer

Custer Family of Companies
Interior Design Services
P: (616) 458-6322

Email Todd

Mark Hamilton

Versa Culture
LLC
P: (616) 287-3343

Email Mark

Jonathan Siebers

Rhoades McKee PC
Law Firms
P: (616) 235-3500

Email Jonathan

Edward Talen

Verspoor Waalkes PC
Law Firms
P: (616) 459-6100

Email Edward

Todd VanEck

Kotz Sangster Wysocki PC
Law Firms
P: (616) 552-6380

Email Todd

Kristen Lucksted-Tinsley

KL Financial Solutions
CPA Practices
P: (616) 331-5000

Email Kristen

Vincent Mastrovito

Prometis Partners, LLC
Management Consulting Services
P: (616) 622-3070

Email Vincent

Donald VanderZwagg

SkyWay Drive Associates, LLC
Financial Planners & Investors
P: (616) 610 -9705

Email Donald

Karen Collingsworth-Crusse

PNC Private Bank
P: (616) 771-8701

Email Karen