Benefits of a Local Chapter
1. Creating a forum where advisors represent the disciplines needed to successfully exit a business can help to foster collaboration on the process of exiting planning and business succession.
2. Discussing the process and potential joint marketing as it relates to exit planning programs. These may include sponsored research and white papers, local and national EPI sponsored events, educational events, professional development, and the establishment of best practices.
3. Advisors can further develop their own network within the chapter for the benefit of discussing unique business situations they encounter with their clients.
4. Education and exposure to market data not readily available.