The Central Indiana 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 Central Indiana 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.

 

Upcoming 2017 Chapter Events

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

 


The EPI Global Platform

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

 

 

 

Leadership Team

Central Indiana 

president

Lorelei Tolson

CPA/PFS, CFP, CEPA, CIMA


 Oxford Financial Group, Ltd.
Phone: 317.753.5111

Email Lorelei

vp, programming

Gordon Bell

 CEPA


The Midland Group
Phone: 260.625.5595

Email Gordon

vp, sponsorships

Andy Manchir

 ASA, CMA, CEPA


Katz Sapper & Miller
Phone: 317.428.1134

Email Andy