The Rocky Mountain 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 Rocky Mountain 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.


2018 Chapter Events


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Leadership Team

Rocky Mountain


Holly Flores


Quantive Business Valuations, LLC
Phone: 719.602.4471 / 303.396.4662

Email Holly


Gus Spaulding


U.S. Trust, Bank of America Private Wealth Management
Phone: 303.575.5819

Email Gus


Wesley Weise


 U.S. Trust, Bank of America Private Wealth Management
Phone: 303.575.5811

Email Wesley

Chapter Advisor

Dan Doran


Quantive Business Valuations, LLC
Phone: 202.734.6490

Email Dan