The Arizona Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

Chapter Purpose: The purpose of the EPI Arizona 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.

 

Chapter News & Media
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The 2017 Arizona State of Owner Readiness Research Project

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next five to ten years. Statistics also show that only 20 to 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.  Using the State of Owner Readiness Survey and empowering live education, a team of advisors and leaders have formed an Owner Forum Council to help create action in their local market and change outcomes for middle market business owners.  Make plans to attend and educate business owners!

Visit www.AZOwnersForum.com for full details.

 
 

PARTICIPATE IN THE RESEARCH

Take 12-Min SOOR Survey

ATTEND THE AWARENESS EVENT

Book Your Seat $80

JOIN THE FORUM COUNCIL

Download Partner Packet

 

2017 Chapter Eventsdivider


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Receive email notifications of upcoming Arizona Chapter events.  Simply submit your contact information below and be added to the Chapter email list.

 

 

 


Leadership Team

Arizona

president

Kim Dyer

 MBA, CEPA


 Keystone Capital Management Group, LLC
Phone:  623-299-9710

Email Kim

1st vice president

Russell Bucklew

CFP, CEPA


 MRA Associates
Phone:   702-479-2799

Email Russell

vice president

Rick Lopez

JD


 Weiss Brown
Phone: 480-327-6654

Email Rick

vice president

Matt Walker

CPA


 MRA Associates
Phone: 602-759-8770

Email Matt

vice president

Chad Maze

AWMA


First Western Trust - Phoenix
Phone: 602-224-7600

Email Chad

vice president Membership

Oksana Komarnyckyj

MBA, JD


 IBG/Fox & Fin
Phone: 480-421-9532

Email Oksana

vice president

Michael Tobiason

CPA, CVA


REDW, LLC
Phone: 602-730-3600

Email Michael

vice president

Michelle Tran

JD


 Clark Hill, PC
Phone: 480-685-7227

Email Michelle

vp, sponsorships

Bruce Black

CM&AA


 IBG/Fox & Fin
Phone: 480-327-6619

Email Bruce