The Salt Lake City 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 Salt Lake City 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.

 

Upcoming Chapter Eventsdivider


Leadership Team

Salt Lake City

 

president

Einar Schow

 CEPA


 Knox Capital Group
Phone: 801.984.8000

Email Einar

first vice president 

Dan Griffiths

 


 Tanner Company
Phone: 801.532.7444

Email Dan

vice president of sponsorship

Trent Read

 


 Greener Equity
Phone: 925.817.7985

Email Trent

 
 

vice president of programs

Chris Jeppson

CFP, CPA 


 Knox Capital Group
Phone: 801.984.8000

Email Chris

vice president of programs

Stan Kimball

 CPA, PFS, CFP, CEPA


 Knox Capital Group
Phone: 801.676.2387

Email Stan

vice president of membership

Scott Bulloch

CEPA 


 SPB Partners
Phone: 702.471.0030

Email Scott