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 the local community of professional advisors can collaborate to address unique needs of the local business 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.

 

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

Chapter Membership


A Chapter Membership with the EPI West Michigan Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned! The EPI West Michigan Chapter offers two different chapter memberships for 2022, an Annual Membership and a Corporate Level Membership. View full details on what’s included with each membership below.

Upcoming Chapter Events


December Holiday Event

December Holiday Event

Network and connect with like-minded individuals within the exit planning industry this December at Big E's Sports Grill.

DEC 13, 2022

Investigating Exit Options

Investigating Exit Options

Many business owners assume that key employees or family members do not have the resources or ability to complete a successful acquisition.

JAN 31, 2023

Professional Collaboration

Professional Collaboration

Attend this Chapter meeting to learn how you can improve upon your collaboration skills and thereby improve the outcomes for all involved.

FEB 28, 2023

Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Member Articles


Expand your knowledge and network with presentations, white papers, and articles written by fellow chapter members.

 

Have articles you want to submit?

Local Leadership


 

President

President

Scott Cousino, CFP®, CEPA®

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

Email Scott

Founder

Founder

Vincent B. Mastrovito, CEPA®, CVGA®

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

Jody McLeod

McLeod Legal Solutions, PLLC
Legal Consultant
P: (248) 930-1292

Email Jody

Zach Gebben

Merrill Lynch Wealth Management
P: (616) 774-4275

Email Zach

Patricia Malone

Breneman Advisors
Financial Services
P: (231) 282-9591

Email Patricia

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

John Vande Guchte, CPA, MST

Strategies Wealth Advisors
Director, Senior Wealth Advisor
P: (616) 295-3247

Email John

Kristen Lucksted-Tinsley

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

Email Kristen

Shawn Pacanowski, CIMA®

CapTrust Financial Advisors
Wealth Advisor/Partner
P: (616) 392-5332

Email Shawn

Charles Zalud

Townsend Street Capital
Vice President
P: (248) 480-2030

Email Charles

Scott Hays

Synergistic Systems HC
Executive Consultant
P: (616) 531-9292

Email Scott

Karen Collingsworth-Crusse

PNC Private Bank
P: (616) 771-8701

Email Karen

Shannan Denison

Denison Financial
P: (616) 264-3443

Email Shannan