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
Estate Planning in View of Transition
Join us this January to learn about the current U.S. gift and estate tax laws and what current opportunities exist.
Family Governance for Business Owners
Attend this event to explore family governance through the discussion of a brief case and the implications of different owner goals.
An Overview of Exit Options and the Nuts And Bolts
Which exit option is right for your business? Learn how to plan to reduce risk, minimize taxes, and more frequently achieve your goals.
Fractional CFO – Leveraging an External Partnership
Are you ready to take your business to the next level? Attend this session to learn what a Fractional CFO can do for you.
Things CEPA Value Advisors do to Help Business Owners
Do you know the process to help a business close those gaps in advance of the business' transition? Attend this session to learn more.
2022 Business Succession Planning Case Study
Join us in June to explore an example of a successful business transition through an interactive case study session.
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