San Diego



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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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

The Value Of Professional Coaching <br>To Business Owners

The Value Of Professional Coaching
To Business Owners

Hear from business owners who have created game-changing results and a successful business exit with the support of professional coaching.

MAR 13, 2019

Ways Technology Can Make <br>or Break Sale

Ways Technology Can Make
or Break Sale

Technology can add or detract value from your exit. Will your company’s technology landscape be viewed as an asset, or a liability?

APR 10, 2019

Business Optimization <br>for Maximizing the Exit

Business Optimization
for Maximizing the Exit

Learn how to identify valuation drivers and best practices on developing the strategies, team alignment, and plan activation.

MAY 08, 2019

Boosting Your Value <br>Through Market Positioning

Boosting Your Value
Through Market Positioning

In the battle for business success, the ability to leverage the perception of your company is essential.

JUN 12, 2019


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Local Leadership




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
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