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
Grief Crisis in the Workplace
Attend this session to learn why it is important for your business to have a current grief crisis plan in place and participate in a real-life grief crisis scenario to be discussed on site and taken back to your own leadership team.
Charitable Planning & Complex Asset Gifts
Attend this meeting to learn about how charitable planning for business owners and complex asset gifts in transition complex create an opportunity to add real value.
Employee Ownership as an Exit Option
There are several ways owners can exit a business; one option being Employee Ownership. Attend this session to learn more.
Perspective and Goals of the Private Equity Buyer
Join us for a discussion on the perspective of a Private Equity buyer when they are assessing a potential acquisition.
2020 Save the Dates
January 28, 2020
Grief Crisis in the Workplace
Mindy Buell
Executive Director/CEO, Michael’s Place
March 31, 2020
Employee Ownership as an Exit Option
Roy Messing
Director, Kent State University
February 25, 2020
Charitable Planning for Business Owners
James Carpenter
Fidelity Charitable VP/Charitable Planning Consultant
April 28, 2020
Perspective and Goals of the Private Equity Buyer
John C. Pollock
LV2 Equity Partners Managing Director & Member
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