The Northeast Ohio 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 Northeast Ohio 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.

 

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Leadership Team

Northeast Ohio

President

Kurt Walcutt

CEPA, CPA


Thornhill Financial, Inc.
Phone: 440.638.7252

Email Kurt

Vice-President

Mike Trabert

CPA, CVA, CMAP, CEPA, CM&AA


Skoda Minotti
Phone: 440.605.7128

Email Mike

Vice-President

Patrick O'Brien

CEPA


 PNC Wealth Management
Phone: 216.222.2233

Email Patrick

Vice-President

Amy Wirtz

JD, CEPA


Wirtz Legal Solutions, LLC
Phone: 216.363.1313

Email Amy

 

Vice-President

Andrew Connors

CEPA


Fairport Asset Management 
Phone: 216.431.3000

Email Andrew

Vice-President

Bobby Kingsbury


MCM Capital Partners

Phone: 216.514.1843

Email Bobby

Vice-President

Steve Sneiderman

JD, CEPA


The Sneiderman Law Firm LLC
Phone: 440.591.3491

Email Steve