The North Texas 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 North Texas 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.

 

Want to become a local EPI Chapter Member?

Chapter Membership:
$395 Annually

*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives.  Renewed annually.

 

2017 Chapter Events


Join Chapter Email List

 

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


Leadership Team

North Texas

president

Mariann Montgomery

 BCB, BCI, CBI, CEPA


 Murphy Business & Financial Corporation
Phone: 214.751.3901

Email Mariann

membership

Betty Schnaufer

 


 Murphy Business & Financial Corporation
Phone: 214.751.3916

Email Betty

events

Mark Winger

CFA, CPA/ABV, ASA


 Gordon Brothers-AccuVal
Phone: 469.287.2760

Email Mark


Sponsors

 

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