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PALM BEACH CHAPTER

The Palm Beach Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: 

EPI Palm Beach Chapter comprises professionals envisioning a future where businesses navigate seamless transitions with strategic foresight. 

 

We are committed to providing a forum to accelerate visibility, credibility, and connections with exit industry professionals to address the following:

  • Ever-changing legal and financial intricacies to empower our clients to achieve legacies
  • The need for soft skills (communication, collaboration, adaptability, problem-solving, emotional intelligence, and creativity) for effective client and team collaboration
  • Helping advisors unlock new opportunities

Our members benefit from unique Professional Education, Networking and Promotion opportunities for those that want to be seen as business leaders and exit experts.

UPCOMING CHAPTER EVENTS

ESOPs 2024: My How Things Have Changed
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In Person

ESOPs 2024: My How Things Have Changed

April 18, 2024
Section 338 – How Can That Impact Deal Structure & Overview of the Potential Sunset of the Current Tax Regime
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In Person

Section 338 – How Can That Impact Deal Structure & Overview of the Potential Sunset of the Current Tax Regime

May 16, 2024

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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

THANK YOU TO OUR SPONSORS

CHAPTER MEMBERS

Interested in becoming a member? Check out our two options below. 

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?

CHAPTER RESOURCES

Decentralizing the Business Owner
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Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Who Has a Seat at the Table Infographic
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Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

THANK YOU TO OUR SPONSORS

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Learn more about becoming a Certified Exit Planning Advisor (CEPA).