THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
The EPI Palm Beach Chapter: Expanding the EPI Chapter Network
by Colleen Kowalski on July 1, 2022
The Exit Planning Institute is excited to welcome the EPI Palm Beach Chapter to our vast network of chapters across the United States. Our EPI Chapter Network provides advisors with a collaborative group of leaders in their area to engage in thought-provoking conversations around exit planning topics.
Bruce Evans, EPI Palm Beach Chapter President, shares, “I am excited to launch the EPI Palm Beach Chapter for local professional advisors and their business owner clients to have a go-to educational community to support them during the exit planning process.”
The EPI Chapter Network
The EPI Chapter Network creates a forum where the local community of professional advisors can collaborate and address the unique needs of their community. Chapters develop educational programs for business owners and professional advisors that build awareness and better prepare an owner for the successful exit of their business.
The purpose of the EPI Chapter Network is to create, encourage, and foster the adoption of best practices in the exit planning profession. Chapters promote the common interests of business advisors engaged in exit planning. Bruce says the goal of the EPI Palm Beach Chapter is to “help individuals maximize their business.”
To find a chapter in your area, visit www.EPIChapters.com
Meet the Founders of the Palm Beach Chapter
Bruce Evans, Founder and President
Bruce Evans joined Morgan Stanley following a career in private finance to provide a wider range of advice to individuals and families in need. As a Financial Advisor, Bruce provides planning-focused advice in a prudent, tax-conscious way.
Prior to Morgan Stanley, Bruce developed and managed a team of financing specialists to identify and construct solutions for healthcare professionals and business owners throughout the United States.
Bruce is a member of the Executive Development Committee for Special Olympics Florida and is a coach for Special Olympics Palm Beach. He is also a local mentor for the Judith & Jack Rosenberg Mentoring 4 Kids program.
Bruce was born and raised in Atlantic City, NJ, and currently resides in West Palm Beach, FL. He spends his spare time traveling and volunteering with various local organizations.
Terry Eve, Co-Founder and Vice President
Terry Eve has over 30 years of progressive financial and operational management experience in a broad array of industries involving companies with operations ranging from start-up to in excess of $400 Million in revenues. Terry’s career includes both domestic and global companies including international financial management as an expatriate on two separate continents.
Sustainable, profitable, growth sums up Terry’s outlook on the objectives of growing businesses. Developing the firm’s strategic plans and organizing the related financing required to achieve that growth is an integral part of the CFO’s responsibility. Terry’s varied and extensive background helps entrepreneurs solve their business problems through business planning & execution coupled with accountability models as well as assisting business owners with developing and executing exit strategies.
His past roles have included Chief Financial Officer, Chief Operations Officer, Chief Information Officer, V.P of Finance & Administration, and V.P. of Administration as well as Corporate Controller of a start-up that grew from zero to $100 Million in revenues in twelve months.
Exit Planning Is Not What You Think
We are pleased to announce the launch of the Palm Beach Chapter of the Exit Planning Institute! Our first event will be on July 14th, 2022 at 7:30 A.M. at The Benjamin in West Palm Beach.
Our commitment is to form a chapter of business professionals who are thought leaders in business succession planning, capable of serving business owners in Florida and surrounding areas.
Exit planning is the fastest-growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$10 Trillion Dollar Opportunity!”
That said, the business community is changing, and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable. In 2022 and beyond, you must do more than assess value. You must provide value.
During this launch event, Exit Planning Institute President, Scott Snider, will educate advisors to help change the outcome for business owners by identifying, protecting, building, harvesting & managing business wealth.
After attending the launch event for the EPI Palm Beach Chapter, advisors will be immersed in a large network of advisors to form a cross-functional team for their business owners.
- Review social and economic market dynamics in play
- Discuss challenges & opportunities and how to overcome them
- Introduce you to the Value Acceleration Methodology™
- Define the Exit Planning Ecosystem
- Introduce the various roles an advisor can play inside the Exit Planning Ecosystem
- Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem
Register for the EPI Palm Beach Chapter Launch event! For more details about upcoming EPI Palm Beach Chapter events, to join their mailing list, and to meet their leadership team, visit www.EPIPalmBeach.org