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Exit Planning Models & Samples
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Chapters
The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events
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Speakers Bureau
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Exit Planning Institute
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
Send us an Email
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Chairman
Peter Christman, CEPA
The Christman Group, LLC
Chicago, IL 60601
847-303-6554
Email Peter Christman |
Peter Christman, CEPA is an experienced entrepreneur,
corporate executive, and investment banker. For 17 years he held high-level marketing and management
positions at Ford Motor Company and Xerox Corporation. After spending 25 years as an investment banker with other
firms, Peter Christman co-founded The Christman Group, a Chicago-based, traditional middle market
investment banking firm. |
Governor
Richard Jackim, JD, MBA, CEPA
MidCap Advisors
Libertyville, IL
224-513-5142
Email Richard Jackim |
Richard Jackim, CEPA is an experienced attorney and investment banker.
He received his Law Degree with honors from Cornell Law School and his MBA in Corporate Finance and Marketing at The Kellogg Graduate School of Management. He practiced corporate law at White & Case (NYC), worked as an investment banker at Prudential Capital (investment division of The Prudential Insurance Company), and was recruited as President of a national middle market mergers and acquisitions firm with 14 offices around the country. |
Governor
Perry Phillips, CEPA
ESOP Builders
Toronto, Canada M3H 5S4
877-955-3767
Email Perry Phillips |
Perry Phillips, CEPA is a leading Canadian ESOP expert, and distinguished author,
speaker, and ESOP lobbyist. He has worked 20 plus years as an ESOP, M&A, and business valuation consultant, and as an
expert witness in Federal Court. He developed ESOP Transformation Model© and is Owner and President of ESOP Builders Inc.
and Phillips Valuations Inc., Toronto, Ontario. |
Governor
Neil Palmquist, CEPA
President
The Legacy Group
Corning, NY 14830
(888) 832-7770
Email Neil Palmquist |
Neil R. Palmquist, CEPA is a strategic advisor and exit planning consultant
for advisors and their lower, middle-market business clientele. Head-hunted from the banking industry,
Mr. Palmquist spent five years optimizing national and international-scope programs for various Fortune 100
clients/customers before breaking away to start his own consultancy in 2002. He is founder, owner
and president of The Legacy Group, a unique exit planning consultancy and business transfer advisory firm established
to help advisors and their respective clients “optimize” the owner’s inevitable exit
(ownership transfer) from their respective business(es). |
Governor
Joan M. Ridley, CFP™, CEPA, CBI
President
Business Wealth Solutions, LLC
Dallas, TX 75219
(214)692-9192
Email Joan Ridley |
Joan M. Ridley, CFP™, CEPA, CBI is President of Business Wealth
Solutions, LLC. The Dallas-based firm helps business owners prepare for, and exit out of, their businesses;
including transfer to family members, employees, third parties, charitable trusts, ESOP’s, and other shareholders.
Client firms are mid-market manufacturing, wholesale distribution, and business services throughout the
southwest. She was a practicing financial planner for over 20 years before her firm was acquired in 2000.
Joan is the author of two books: Mature Money: Marketing Financial Services
to the Booming Maturity Market (1996, McGraw-Hill) and Your Money It's a Family Affair
(1996, Odenwald Press) and several dozen articles. |
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Governor
A. Ronald Berryman, CEPA
Berryman &Company
San Dimas, CA 91773
(909)599-7430
Email Ron Berryman |
Ronald Berryman, CEPA is a Certified Management Consultant serving numerous federal,
state, and local government clients in the public sector, as well as Fortune 500 companies and major utilities. His
professional accomplishments have been featured in the Los Angeles Times, Professional Builders magazine,
L.A. Business Weekly, Architectural Digest, and Ebony Magazine.
From 1997 to 2001, Berryman served as chief operating officer and chief financial officer with Progress Investment
Management Company an Institutional Asset Management firm. Formerly Berryman held the positions of chief of financial
planning and budgets with Computer Sciences Corporation and administrator of business affairs with the National
Broadcasting Company (NBC).
He earned both a bachelor’s and MBA degree from Pepperdine and is a member of the University Board.
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