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.

 

Join Email List

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 Virtual Chapter Events


 

EPI CEPA SOCIAL

EPI CEPA SOCIAL

Come help us celebrate our first in-person CEPA program since January 2020 with a networking social.

OCT 19, 2021

HR: What You Need to Know Now in a Post COVID World

HR: What You Need to Know Now in a Post COVID World

Join us to learn more about how to help your business owners leverage PPP and ERC in the same year.

OCT 14, 2021

A Case Study - Advantages of Faith Bases Charitable Planning

A Case Study - Advantages of Faith Bases Charitable Planning

Join us to review several case studies that will reveal the pros and cons of philanthropy structures.

NOV 11, 2021

Holiday Mixer

Holiday Mixer

Join Us for Networking and Holiday Cheer!

DEC 9, 2021

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


 

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


Admerge
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

General

Kariann Voorhees
Esq.
Voorhees Law
Group
P: (909) 590-9545

Email Kariann

General

General

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

Email Paul