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.

 

Chapter News & Media

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The 2017 Greater Chicago 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.ChicagoOwnersForum.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

 

Upcoming 2017 Chapter Events

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Join Chapter Email List

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


Leadership Team

Greater Chicago

 

president

Barry Goodman

CEPA, CM&AA, CPA


 Birkdale Transition Partners, LLC
Phone: 312.626.1820

Email Barry

vice president

Staci Scharadin

CEPA 


Diamond Wealth Management
 Phone: 702.405.0415

Email Staci

vice president of programs and sponsorship

Eric Lundstrom

CPA, CEPA


Focus Capital Advisors, Inc
Phone: 630.795.1495

Email Eric