Conejo Valley

CHAPTER

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


 

Chapter Purpose: The purpose of the EPI Conejo 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.

 

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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?

Download the National Report

Upcoming Chapter Events


Transforming Negotiation From Adversarial Posturing

Transforming Negotiation From Adversarial Posturing

In this brief presentation, we will showcase a different approach to negotiation based on authentic dialogue, trust and creative solutions.

MAY 19, 2022

Retirement Plans In Your Business & After

Retirement Plans In Your Business & After

The speakers will discuss how qualified retirement plans can be used by employees to save for retirement.

JUN 16, 2022

Conejo Valley Summer <br> Social Event

Conejo Valley Summer
Social Event

Join us for a more laid back EPI Event where we will gather to network and meet more members from the Conejo Valley Chapter.

AUG 18, 2022

Increase the Value of Intellectual Property

Increase the Value of Intellectual Property

Guidance on when to protect and confirm ownership of the intellectual property will be provided, along with tips and tricks.

SEP 15, 2022

 


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Conejo Valley LogoEPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Joseph A. Seetoo, CFA, CFP®, CEPA
Morton Wealth
P: (818) 591-6219
Email: jseetoo@mortonwealth.com

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Board Member

Board Member

Dennis Clapp, CFP®
J.P. Morgan Los Angeles Private Bank
P: (310) 860-7168
Email: dennis.m.clapp@jpmorgan.com

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Board Member

Board Member

Esther Hopkins, J.D.
Law Offices of Esther Hopkins, P.C.
P: (818) 597-3500
Email: ehopkins@hopkinslawgroup.com

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Board Member

Board Member

Eric Jones, JD, of Nevers Palazzo
Packard Wildermuth & Wynner, PC
P: (818) 879-9700 ext 242
Email: ejones@npwlaw.com

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Board Member

Board Member

Robert Kulle
Heritage Capital Strategies, Inc.
P: (805) 604-2728
Email: rckulle@hcapst.com

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Board Member

Board Member

Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
The Founders Group
P: (818) 758-8457
Email: melisa@foundersgroup.biz

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Board Member

Board Member

Lior Temkin, CPA, MST
Singer Lewak
P: (424) 322-3079
Email: ltemkin@singerlewak.com

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Board Member

Board Member

Kathleen Tepley
Los Angeles Consulting Group
P: (310) 916-9321
Email: kjt@losangelesconsultinggroup.com

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Board Member

Board Member

Jeffrey R. Knakal
Growth Partners
P: 818-713-8000
Email: Jeff@growthpartners.net

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