Greater Los Angeles


The Greater Los Angeles 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 Greater Los Angeles 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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2017 Los Angeles 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 local Los Angeles marketplace to succeed?

Download the 2017 Los Angeles Quicklook

Upcoming Chapter Events

Family and Wealth Sustainability

Family and Wealth Sustainability

The workshop that helps answer the question "how do you prepare the family for the money?"

MAR 08, 2018

 Double the Value of Your Business

Double the Value of Your Business

Long-term value is created by identifying and strengthening the factors that build a valuable company.

APR 12, 2018

Implementing Employee Stock Options

Implementing Employee Stock Options

Learn the thought process that went into deciding to implement an ESOP as an exit strategy for this owner.

MAY 10, 2018

Preparing Family Offices To Exit

Preparing Family Offices To Exit

How are Family Office’s being used to transition family businesses between generations? Is it doable?

JUN 14, 2018

Entrepreneurial Exit: Multiple Businesses

Entrepreneurial Exit: Multiple Businesses

Learn from a business owner who has successfully exited more than one business and how to assemble the right team.

JUL 12, 2018

Philanthropy and Legacy Strategies

Philanthropy and Legacy Strategies

When selling a family business the most neglected factor is that the business owner has access to more “cash” than ever before.

AUG 09, 2018

Case Study: Negotiating Strategies

Case Study: Negotiating Strategies

In this session, learn practical techniques that can be learned and applied in a wide range of business situations.

SEP 13, 2018

Entering into a Buy-Sell Agreement

Entering into a Buy-Sell Agreement

This presentation will cover the scope of reasons for needing a buy-sell agreement & how it assists with owners’ estate planning.

NOV 08, 2018


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Local Leadership


Melisa Silverman, CEPA, JD, CVA, SBA
The Founders Group
P: (818) 758-8457

Email Melisa

Mayer Nazarian, Esq., MBT
P: (310) 400-0104

Email Mayer

Kathy Adams, CFP, CLTC, CFBS
Frazier Financial (Insurance)
P: (323) 965-6318

Email Kathy

Jonathan Forster
Weinstock Manion
P: (310) 553-8844

Email Jonathan

Harold Winnett
SquarMilner (CPA)
P: (310) 207-2595

Email Harold

David Herman
Diamond Capital Advisors
P: (310) 432-8585

Email David

Baruch Littman
Jewish Community Foundation

Email Baruch

Jeffery Weiner
Steptoe & Johnson
P: (213) 439-9413

Email Jeffery

Heath Goldman
Icon Wealth & Legacy Partners
P: (618) 981-7184

Email Heath

Kevin Sierzant, CEPA
BNY Mellon (Financial Advisor)
P: (310) 551-7607

Email Kevin

Kathleen Tepley, CAM
Los Angeles Consulting Group
P: (310) 916-9231

Email Kathleen

Thank You to Our Sponsors


Reinvent yourself in 2018 with exit planning.