The Lehigh Valley 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 Lehigh Valley 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.

 

 

2017 Chapter Events

 


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Leadership Team

Lehigh Valley

 

Matthew Kulp

CFP, CEPA


Legacy Planning Partners
Phone: 484.765.9100 x 306

Email Matthew

 

Brian Sharkey

CPA, CVA, CEPA


 Kreischer Miller
Phone: 484.244.7071

Email Brian

 

Tom Garrity

CEPA, Gazelles Intl Certified Coach


  Compass Point Consulting
Phone: 610.336.0514

Email Tom