Launching in October 2023: Exit Planning Institute Pittsburgh Chapter

Launching in October 2023: Exit Planning Institute Pittsburgh Chapter 

Exit planning is quickly becoming one of the fastest-growing industries due to the staggering number of baby boomer business owners set to transition their businesses over the next five to ten years. To ensure local owners achieve their goals, a collaborative group of Pittsburgh leaders are coming together to launch a chapter that educates the marketplace on business growth and transition. 


Pittsburgh, PA – The Exit Planning Institute™, in cooperation with a collaborative team of advisors and leaders from the Pittsburgh marketplace, are joining forces to launch the Exit Planning Institute Pittsburgh Chapter on October 26, 2023 hosted at the Rivers Club, 301 Grant St., Suite 411, Pittsburgh, PA 15219. This local chapter is different than many other networking professional organizations in the market. 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 helps ensure the continuity of the local marketplace and improves the success rates for transitioning businesses as owners look towards their future. 


As evident in the vast amount of recent research studies, including the State of Owner Readiness Survey, the U.S. landscape is set to transition six million businesses over the next 5-10 years. Baby boomer business owners are reaching retirement at a rapid rate, and these same owners own 66% of all companies in the United States of America. According to recent research conducted by EPI, most baby boomer owners have not accounted for their ultimate exit transition. Statistics show that only two out of ten businesses on the market sell. Without proper planning, owners run the risk of getting a lower price for their business than they need, or even worse, they fail to sell at all. 


“For most business owners, transitioning their businesses is often the most significant financial and emotional event of their lives. Additionally, many have just one chance for success and need an expert team to help them navigate the unfamiliar process. Our chapter is committed to help optimize the outcome for Pittsburgh business owners.  

A successful transition does not automatically happen. Business succession takes intentionality in both planning and execution well before the exit event. To this end, we will be the catalyst for the exit planning process through educating, collaborating, advising, and supporting business owners and their trusted advisors. We will raise the bar for best practices that will improve the outcome for owners, their families, employees, and communities.”

 Sean Gibbon, CPA/PFS, CFP, CEPA 

JFS Wealth Advisor and part of the Business Growth & Transitions Team, based out of the Pittsburgh office. EPI President, Pittsburgh Chapter 


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. 


The EPI Pittsburgh Chapter will host monthly meetings and encourages your ongoing participation. Learn more at If you are interested in more information or if you are an owner interested in attending, please reach out to the Exit Planning Institute Community Coordinator, Jenna Meredith at 

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