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
Unlocking the Power of Your IP Assets
This presentation will not only help the audience to identify these critical but unseen resources in their or their clients’ businesses, but will explore how these IP assets can be successfully leveraged.
Harnessing the Power of the Press
This presentation will teach business owners how to utilize mass media to position their companies favorably for merger and acquisition
The Five Best Exit Planning Actions Business Owners Can Take
Attend this session to learn the FIVE BEST moves an owner can consider to not only make their business value peak at the right time, but also contribute to that owner’s overall personal and financial “readiness.”
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.
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