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 Virtual Chapter Events
Nevada Trusts for Business Owners
The EPI Orange County Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter.
Small Business Loans – Where Are We Now
Join us for insights on where we are now and the lessons we need to take into the future with small business loans.
Utilizing Wyoming LLCs & Trusts for Better Asset Protection
Join us for a discussion on why Wyoming may be a better choice for protecting your clients’ assets and how its laws vary from other states.
Third Party Sales and the M&A Process
Join us for a discussion on how investment bankers, together with the deal team conduct the sale of the business to generate the best results.
A Renewed Sense of Comfort for Families/Stakeholders
Join Joe and Carmen as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.
Buy Sell Agreement Disasters
Learn from Freddy and Joseph the myriad of options and lessons learned from litigation at the back end.
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Local Leadership
General
Steve DeMatteo
Torrey Pines Wealth Management - UBS Financial Services
P: (858) 947-7094
General
Sal Capizzi
Dunham & Associates
P: (858) 964-0500
