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MAHONING-SHENANGO VALLEY CHAPTER

The Mahoning-Shenango Valley Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Mahoning-Shenango Valley 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 EVENTS

Navigating Post-Election Tax Waters. Tax Planning for Business Owners.
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In Person

Navigating Post-Election Tax Waters. Tax Planning for Business Owners.

January 30, 2025
It's NEVER Too Early! Estate Planning Priorities for Business Owners
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It's NEVER Too Early! Estate Planning Priorities for Business Owners

February 19, 2025
Creating a Strategic Plan for Your Next Act: Life-After-Business Transition
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In Person

Creating a Strategic Plan for Your Next Act: Life-After-Business Transition

March 27, 2025
Post Tax Season Celebration & Networking Social (Optional Golf, before)
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In Person

Post Tax Season Celebration & Networking Social (Optional Golf, before)

April 24, 2025
Do You REALLY Know Your "Walk-Away Number"? - Know Your Wealth Gap
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In Person

Do You REALLY Know Your "Walk-Away Number"? - Know Your Wealth Gap

May 22, 2025
Growth & Business Transaction Financing Structures-What Owners Should Know
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In Person

Growth & Business Transaction Financing Structures-What Owners Should Know

June 26, 2025
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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

NATIONAL STATE OF OWNER READINESS™

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the national marketplace to succeed?

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