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
Pros & Cons of ESOPs
In this session, we’ll demystify the ESOP, explaining how it works and what its special advantages (and disadvantages) are.
M&A: From The Lawyer's Point of View
Learn about what a lawyer does in the transaction and why it is important to have one with actual M&A experience.
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.
San Diego April Event
Save the date for the Exit Planning Institute April San Diego Chapter event. Preregister Now.
San Diego May Event
Save the date for the Exit Planning Institute Event San Diego Chapter event. Preregister Now.
San Diego June Event
Save the date for the Exit Planning Institute June San Diego Chapter event. Preregister Now.
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
