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by Colleen Kowalski on August 29, 2023
The Exit Planning Institute is excited to welcome the EPI Orlando 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.
The EPI Chapter is cross-functional, meaning it attracts and engages advisors, experts, thought leaders, media, and business owners from diverse backgrounds. These leaders engage in exit planning and value acceleration education that ensures the continuity of the local marketplace and improves the success rates for transitioning businesses as owners look toward their future.
EPI Orlando Chapter President, George Stefanou, shares, “I’m thrilled to announce the launch of the Exit Planning Institute Orlando Chapter! As a business owner or value advisor in our community, I invite you to be part of this incredible initiative. With millions of businesses transitioning in the next 5-10 years and 66% of them owned by baby boomers, proper exit planning is more critical than ever.”
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.
George Stefanou says, “Surprisingly, only 2 out of 10 businesses on the market successfully sell, leading to potential regrets and lower valuations. That’s why our mission is to support you in maximizing the value of your life’s work and ensuring a smooth exit whenever you’re ready.”
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.
Stefanou says, “Our chapter is not just for business owners but also welcomes professional advisors to learn, collaborate, and expand your network. Together, we’ll navigate the exit planning process, equip you with expert guidance through monthly meetings, and foster a supportive community. Join us at our launch event, and let’s shape a successful future for businesses in Orlando, while also building meaningful connections among fellow advisors.”
To find a chapter in your area, visit www.EPIChapters.com
Exit Planning Is Not What You Think
We are pleased to announce the launch of the EPI Orlando Chapter! Our first event will be on September 12, 2023.
Our commitment is to form a chapter of business professionals and 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 CEO, Christopher 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 Orlando Chapter, advisors will be immersed in a large network of advisors to form a cross-functional team for their business owners.
Attendees will:
- 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 Orlando Chapter Launch event!
For more details about upcoming EPI Orlando Chapter events, to join their mailing list, and to meet their leadership team, visit www.EPIOrlandoChapter.com
