The Capital Region 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 Capital Region 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

 

The 2017 Capitol Region 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 to help create action in their local market and change outcomes for middle market business owners. 

 
 
 

 Participate in the Research

Take 12-Min SOOR Survey

 
 

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The EPI Global Platform

Best Industry Content. Ongoing Practice Support. Connecting Educated Owners with Exit Advisors.

 

 

Leadership Team

Capital Region

President

Dan Doran

CEPA, CVA


 Quantive Business Valuations
Phone: 202.734.6490

Email Dan

Vice-President

Ben Rodgers

CEPA, J.D.


BNY Mellon Wealth Management
Phone: 202.624.7933

Email Ben