State of Owner Readiness Results & Launch Party


State of Owner Readiness Results & Launch Party

We will review the results of the Rocky Mountain State of Owner Readiness Survey and hear from experts in your local exit planning community along with a select number of business owner participants.


Learning Objectives:

  • Understand the readiness level of Rocky Mountain business owners
  • Discuss implications and action plans based on the results
  • Obtain a better understanding of resources available to owners and advisors in our community.


Meet the Presenters:

Learn from industry experts Scott Snider, President of the Exit Planning Institute, Gus Spaulding, President of the EPI Rocky Mountain Chapter, Nikki Maloney, Deputy Director of Business Support and Rural Prosperity at the Office of Economic Development and International Trade (OEDIT) for Colorado, Overseer of Employee Ownership Office.

This location of this meeting will be announced at a later date.

Address: TBD.


The EPI Rocky Mountain 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