EPI West Michigan Chapter - Exit Planning Institute Local Platform for Advisors % %

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.

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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

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.

Annual Membership

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Corporate Sponsorship

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Upcoming Chapter Events

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

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

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

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West Michigan

Engaging and educating to empower advisors and owners toward better business decisions.

National State of Owner Readiness™

Chapter Membership

Upcoming Chapter Events

Join Chapter 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

Chapter Members

Thank you to our Sponsors!

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