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.
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?
Upcoming Chapter Events
IP, Patents
& Trademarks
Join us while we discuss intellectual property, and the common issues they produce during the sale of a business.
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.
Liquidity Planning
Proper liquidity planning can completely
transform your financial life. Let's discuss
what to consider before and after a
liquidity event?
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.
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Member Articles
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Local Leadership
