San Diego

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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.

 

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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?

Download the 2017 San Diego Report

Upcoming Chapter Events


Business Valuation: More Than Just the Number

Business Valuation: More Than Just the Number

Valuation is the starting point to identify the areas to focus on that will BUILD business value. Registration open!

JUL 11, 2018

EPI San Diego CEPA Summer Networking Social

EPI San Diego CEPA Summer Networking Social

CEPA is in town! EPI Global, alongside EPI San Diego, invites you to mix and mingle at Estancia. Preregister now.

AUG 07, 2018

Fact: 50% of All Exits are Involuntary

Fact: 50% of All Exits are Involuntary

The importance of a well-crafted buy-sell agreement and contingency plan for the 5 D's. Preregister now.

SEP 12, 2018

Exit Planning Gifts: Family & Charitable Intent

Exit Planning Gifts: Family & Charitable Intent

Using family gift and charitable gift planning in anticipation of a business exit? Preregistration open now.

OCT 10, 2018

An Insider's View: The Investment Banker

An Insider's View: The Investment Banker

Do you understand what top investment bankers do, what their role is, and how they work? Preregister now.

NOV 14, 2018

 


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Local Leadership


 

President

President

Michael Rodman, CFP, CEPA
Best Practices of America
P: (619) 840-1222

Email Michael

1st Vice President

1st Vice President

Claire Gyben
Ranch and Coast Insurance Services
P: (619) 890-3721

Email Claire

Vice President

Vice President

Mary O. Andrews, MA, PCC
Andrews Performance Corporation
P: (858) 304-0562

Email Mary

Vice President

Vice President

Kevin Conlon, MBA
Meridian Pacific Properties
P: (760) 213-7368

Email Kevin

Vice President

Vice President

John House, ChFC
MasterTech Financial Advisors
P: (480) 239-7940

Email John

Vice President

Vice President

Tim McDonald, M&AMI, ASA, CEPA
The Leland Group
P: (919) 894-0090

Email Tim

Vice President

Vice President

Bryan Smyth, CFA, CPA, CExP, CVGA
Exio
P: (619) 254-4201

Email Bryan

Vice President

Vice President

Joseph Strazzeri, Esq., CEPA
Strazzeri Mancini LLP
P: (858) 200-1900

Email Joseph

Vice President

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

Email Paul

Vice President

William (Bill) Super, CPA
William Super CPAs & Consultants
P: (858) 531-7232

Email Bill