Engaging, educating and empowering 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.

 

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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

Upcoming Chapter Events


Closing the Gaps with <br> a Value Advisor

Closing the Gaps with
a Value Advisor

Do you know the process to help a business close those gaps in advance of the business' transition? Attend this session to learn more.

MAY 31, 2022

2022 Business Succession Planning Case Study

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.

JUN 28, 2022

EPI West Michigan Chapter Social Event

EPI West Michigan Chapter Social Event

Network and connect with like-minded individuals within the exit planning industry this July at New Holland Brewing. We hope to see you there!

JUL 26, 2022

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

Fishing for Value: <br> Case Study Part 1

Fishing for Value:
Case Study Part 1

Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.

SEP 22, 2022

Fishing for Value: <br> Case Study Part 2

Fishing for Value:
Case Study Part 2

Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.

OCT 25, 2022

Fishing for Value: <br> Case Study Part 3

Fishing for Value:
Case Study Part 3

Join us to discuss a case study written by Scott Snider with contributions from 10 industry experts in the Exit Planning Institute community.

NOV 29, 2022

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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

Paul Zaleski, MBA
Expense Reduction Analysts
P: (855) 745-6600

Email Paul