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


 

COLLABORATION AT ITS BEST <br> PART 1

COLLABORATION AT ITS BEST
PART 1

This 4-part series will demonstrate collaboration at its best and explore the tools, process, and key elements for a successful transition.

AUG 11, 2022

Collaboration at its Best <Br> Part 2

Collaboration at its Best
Part 2

This session will explore how a value acceleration firm and an investment banking firm worked together to help Kindred Bravely sale to TPZ Group.

SEP 8, 2022

Collaboration at its Best <br> Part 3

Collaboration at its Best
Part 3

Part 3 is all about understanding the vast resources available to you through your fellow EPI members and sharing your own best practices in those areas.

OCT 13, 2022

Collaboration at it's Best Part 4

Collaboration at it's Best Part 4

Compare and contrast both design plans based on their very different life goals, family/spouse, and belief in future company profits.

NOV 10, 2022

Holiday Mixer

Holiday Mixer

Join us for networking and holiday cheer!

DEC 8, 2022

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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

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, Investment Banking & Valuation
P: (310) 570‑2721

Email Channing

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

Josh Walters


Hire Retention
P: (949) 304-7414

Email Joshua

General

General

Danny Waxler
JD

Strazzeri Mancini
P: (714) 904-4700

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

General

Kariann Voorhees
Esq.
Voorhees Law
Group
P: (909) 334-1425

Email Kariann

General

General

Phil Calhoun
CEPA

Integrity Advisors
P: (714) 664-0311

Email Phil

General

General

Joseph Hirsch


Globalview Advisors Valuations
P: (949) 973-4549

Email Joesph

General

General

Andrew Low


UBS
P: (949) 717-3977

Email Andrew

General

General

Shawn Skeri
CFA, CEPA

BNY Mellon
P: (949) 233-6359

Email Shawn

General

General

Jenny Smyth


City National Bank
P: (949) 223-4075

Email Jenny

General

General

Paul Wirth
CEPA

Blueprint for Entrepreneural Growth
P: (949) 933-7705

Email Paul