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


How to Prepare The Next Generation

How to Prepare The Next Generation

Take part in an interactive session with the founder of Launch Generation, high caliber programming for teenagers focused on financial literacy, leadership, and entrepreneurship.

JAN 10, 2019

Investing In Qualified Opportunity Zones

Investing In Qualified Opportunity Zones

In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.

FEB 14, 2019

What Really Happens When You Sell Your Business

What Really Happens When You Sell Your Business

In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.

MAR 14, 2019

April Save The Date

April Save The Date

Save the date for the Exit Planning Institute April Orange County Chapter event. Preregister Now.

APR 11, 2019

May Save The Date

May Save The Date

Save the date for the Exit Planning Institute May Orange County Chapter event. Preregister Now.

MAY 09, 2019

June Save The Date

June Save The Date

Save the date for the Exit Planning Institute June Orange County Chapter event. Preregister Now.

JUN 13, 2019

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EPI 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

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

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

Email Melisa

General

General

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

Email Arthur

General

General

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

Email Danny

General

General

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

Email Sharon

General

General

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

Email Joshua

General

General

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

Email Mindy

General

General

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

Email Channing

General

General

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

Email Joe

General

General

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

Email Daniel

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

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