West Michigan

CHAPTER

*FACE TO FACE MEETINGS SUSPENDED UNTIL AUG 1*

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.

 

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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 Virtual Chapter Events


The Value of Expense Reduction for Organizations

The Value of Expense Reduction for Organizations

Attend this session to learn about how reducing expenses can add to the overall value of a business when planning for exit.

MAY 26, 2020

Leveraging SBA Loans as an Exit Planning Strategy

Leveraging SBA Loans as an Exit Planning Strategy

SBA financing programs vary depending on a borrower’s needs, learn to simply navigate a complex process to specific destinations.

JUN 30, 2020

Virtual Happy<br>Hour

Virtual Happy
Hour

Pour yourself a drink and log on to the call! Stay connected virtually until we can meet face-to-face again.

JUL 28, 2020

Buy/Sell Agreements: Exit<br>Strategies and More

Buy/Sell Agreements: Exit
Strategies and More

Attend this session to gain insights on how to structure buy-sell agreements among owners of closely held businesses.

AUG 25, 2020

Upcoming Chapter Events


Executive<br>Compensation

Executive
Compensation

We know it is a challenge to attract and retain top talent.  You won’t want to miss this panel of industry experts discuss executive compensation and key considerations.

SEP 29, 2020

From Growth<br>to Transition

From Growth
to Transition

Growing your leadership team is important for your transition, but it is not the only aspect to focus on. Attend this session to learn how to prepare for transition.

OCT 27, 2020

Important Legal Considerations in Sale of a Business

Important Legal Considerations in Sale of a Business

Many business owners as they transition will consider selling their business as an exit option. Learn about the critical legal considerations they need to consider.

NOV 24, 2020

 


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Local Leadership


 

President

President

Vincent B. Mastrovito, CEPA, CBEC, CVB
Prometis Partners Inc.
P: (616) 622-3070

Email Vincent

Vice President

Vice President

Mark Davis

First Business Bank
P: (616) 201-7177

Email Mark

Vice President

Vice President

Randy Rua, CEPA, CBA

NuVescor M&A
P: (616) 370-4047

Email Randy

Vice President

Vice President

Tamara Sytsma, CFP®, CPWA®

Sytsma Wealth Strategies
P: (616) 608-3755

Email Tamara

Vice President

Vice President

Edward "Chip" Talen
Verspoor Waalkes P.C.
P: (616) 459-6100

Email Chip

Vice President

Vice President

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

Email Paul

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