The Greater Chicago 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 Greater Chicago 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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Leadership Team

Greater Chicago



Barry Goodman


 Birkdale Transition Partners, LLC
Phone: 312.626.1820

Email Barry

vice president

Staci Scharadin


Diamond Wealth Management
 Phone: 702.405.0415

Email Staci

vice president of programs and sponsorship

Eric Lundstrom


Focus Capital Advisors, Inc
Phone: 630.795.1495

Email Eric