Greater Los Angeles

CHAPTER

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.

 

Attend an Event Meet the Leaders Join Email List

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


State of the Union of Private Equity

State of the Union of Private Equity

In this session, participants will learn how PEG’ select investments and how they value the potential business investments.

SEP 12, 2019

Using an Investment Bank to Represent Your Client

Using an Investment Bank to Represent Your Client

Attend this session to learn about real life case studies and get the inside scoop on the reasons to use an Investment Bank.

AUG 08, 2019

 


Join Chapter Email List


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.

Subscribe to Email List

 

 

Local Leadership


 

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

Email Melisa

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

Email Mayer

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

Email Kathy

Michael Feispor
Weinstock Manion
P: (310) 553-8844

Email Michael

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

Email Harold

Baruch Littman
Jewish Community Foundation
P:(323)761-8709

Email Baruch

Heath Goldman
Icon Wealth & Legacy Partners
P: (818) 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

Merryll McElwain
BNY Mellon Wealth Management
P: (310) 551-7672

Email Merryll

Channing Hamlet, FINRA Series 7, 63 and 79
Objective Capital Partners
P: (310) 570-2721

Email Channing

Jeff Jagard
Miracle Mile Advisors

Email Jeff

Thank You to Our Sponsors