San Diego
CHAPTER
The San Diego 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 San Diego 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.
2017 SAN DIEGO 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 San Diego marketplace to succeed?
Upcoming Chapter Events
Tax and Retirement Planning for Pass
Attend this session to gain the tools to assist clients in securing a significant tax advantage.
Exit Planning 360° Lunch & Learn
If you have ever wondered if exit planning is right for you and your firm, RSVP for this quickly-approaching Exit Planning 360° Lunch & Learn and walk away with a crystal clear perspective after experiencing the wildly informative lineup (while enjoying lively networking over lunch).
Holiday Mixer
Join the EPI San Diego chapter for an evening of networking and cocktails at the holiday mixer.
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Local Leadership
Vice President
Felicia Corbett
Corbett Capital Financial Wellness Solutions
P: (619) 379-5739
Vice President
William (Bill) Super, CPA
William Super CPAs & Consultants
P: (858) 531-7232