The EPI Network Welcomes Its Newest Chapter!

The EPI Chapter Network has grown again!

On November 10, our community welcomed the newest chapter to the network: Lehigh Valley!  With over 100 advisors in attendance, the Lehigh Valley Chapter Launch was an incredible event for motivation and connection.  The members of the Lehigh Valley chapter (and all chapters throughout the globe) will look to clarify and simplify the exit planning process and accessibility in their local market, as well as drive best practices in the advisor teams that serve the business owner community.

Check out the featured article in the Lehigh Valley Business Journal that talks about the market need, the value of advisor collaboration, and what’s to come.



Thank you to the EPI Chapter President, Matthew Kulp, CFP, CEPA of Legacy Planning Partners, and all of the Lehigh Valley leaders and firms that made this incredible launch event possible.  Meet the leaders by visiting the Lehigh Valley webpage.


Interested in finding or launching a chapter in your area?  Reach out to Josh Koza, EPI Client Experience Manager, and make plans to advance exit planning in your community.



About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.


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