Orange County

CHAPTER

The Orange County 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 Orange County 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 Survey

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


Four Topics in Ten

Four Topics in Ten

 
Attend this session to hear four subject matter experts discuss four topics that are prevalent to changes in laws, policies, etc for 2020.

FEB 13, 2020

Family Businesses; Voters Concerns; Legislative Solutions

Family Businesses; Voters Concerns; Legislative Solutions

Attend this session to learn what family businesses want and what they are doing to bring attention to their challenges.

MAR 12, 2020

Business Owner Disability

Business Owner Disability

 
A Trustee’s Perspective on Transitioning a Family Business in the Face of Key Person Incapacity.
 

APR 09, 2020

Nevada Trusts for <br>Business Owners

Nevada Trusts for
Business Owners

The EPI Orange County Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

MAY 14, 2020

June Event<br>Save the Date

June Event
Save the Date

The EPI Orange County Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

JUN 11, 2020

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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.

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Local Leadership


 

President

President

Joe Strazzeri, Esq., CEPA
The Founders Group
P: (858) 200-1915

Email Joe

Secretary

Secretary

Shelley Lightfoot
The Founders Group
P: (858) 200-1911

Email Shelley

General

General

Albert Aizin
Advanced Planning Financial & Estate Services
P: (949) 474-8440

Email Albert

General

General

Sharon Buck, CFP®, CPWA®, EA, ChFC, CTFA, ADFA, CLU, TEP
Northern Trust
P: (949) 717-5500

Email Sharon

General

General

Arthur Cooper, BFA, CFP®
Cooper McManus
P: (800) 516-5333

Email Arthur

General

General

Daniel Feiman, MBA, CMC®
Build It Backwards
P: (310) 540-6717

Email Daniel

General

General

Channing Hamlet
Objective Capital
P: (858) 663-8662

Email Channing

General

General

Mindy Joslin
Hub International
P: (858) 373-6962

Email Mindy

General

General

Eric Landis
M&A Business Advisors
P: (949) 307-7950

Email Eric

General

General

Joe Sands, CPA, CFP, CVA, CTP, CIPA, CBI, CEPA
Corporate Finance Associates
P: (949) 457-8990 x 114

Email Joe

General

General

Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
The Founders Group
P: (312) 343-6604

Email Melisa

General

General

Josh Walters
Infoquest Consulting
P: (949) 304-7414

Email Joshua

General

General

Danny Waxler, JD
Billinger Wexler Financial
P: (800) 516-5333

Email Danny

General

General

Christine Weiner, Esq., B.A., M.A., J.D., TEP
Christine C. Weiner, A Professional Law Corporation
P: (949) 721-6610

Email Christine

General

Paul Kyrimis, CEPA, AAMS
Legacy Global Strategies
P: (619) 391-9595

Email Paul

Reinvent yourself with exit planning.