EPI Greater Philadelphia: March Madness Warm Up


EPI Greater Philadelphia:
March Madness Warm Up

Our chapter had a great inaugural year in 2019.  We hosted a number of events throughout the year including high profile speaking engagements from Tom Deans Ph.D (author of Every Family’s Business) and Christopher Snider, CEPA (CEO of The Exit Planning Institute).  We kicked off our 2020 calendar of events with a panel discussion of seasoned M&A dealmakers in January.

We’d like to continue the exciting dialogue and invite you to our first social event of 2020.  Please join us for drinks and appetizers at Conshohocken Brewing Company! Join your fellow EPI colleagues for an evening of networking and college basketball as the NCCA’s major conferences host their annual tournaments.


Learning Objectives:

A core focus of our chapter is fostering multi-disciplinary professional teaming for the benefit of owners and their families.

  • Meet other professionals, across a range of disciplines, committed to working with owners.
  • Identify professionals with complementary skill sets/experience. Build out your professional relationship network.
  • Workshop ideas, strategies, and best practices with others who foundationally focus on advising business owners.
  • Have Fun!



Thanks to you to our Sponsors:

This meeting will be held at The Conshohocken Brewing Company.

Address: 3 Dekalb St. Bridgeport PA 19405


The EPI Greater Philadelphia Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIPhilly.org

Continuing Education

This meeting does not qualify for continuing education credits


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.