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.

 

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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


Case Study: 3 Partners, 3 Designs

Case Study: 3 Partners, 3 Designs

Hear from the collaborative exit planning team of this very recent case where 3 partners sold their business for $200million.

MAY 18, 2022

Business Exit Transaction Strategy

Business Exit Transaction Strategy

Join us to understand the nuances in the differences of how you get a transaction done today versus how you used to get it done.

JUN 15, 2022

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Local Leadership


 

President

President

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

Email Joseph

Secretary

Secretary

Shelley Lightfoot, CEPA
The Founders Group
P: (858) 200-1911

Email Shelley

General

General

Greg Banner, CFP, CLU, CRTP
Asset Preservation Strategies
P: (858) 455-1825

Email Greg

General

General

Michael Crawford
EnTrust Wealth Advisors, LLC
P: (858) 257-4646

Email Michael

General

General

Windus Fernandez
Trilogy Financial Services
P: (858) 314-5169

Email Windus

General

General

Matt Hansen, CFP®,CEPA
UBS
P: (858) 264-6580

Email Matt

General

General

John House, ChFC, CEPA
MasterTech Financial Advisors
P: (480) 905-3260

Email John

General

General

Mike Kim
Objective Capital Partners
P: (858) 264-6580

Email Mike

General

General

Tom Krumenacker
UBS
P: (619) 557-4787

Email Tom

General

General

Eric Landis
M&A Business Advisors
P: (949) 307-7950

Email Eric

General

General

Keith Troutman, CPA
Squar Milner
P: (858) 320-8974

Email Keith

General

General

Maureen Verduyn, CFP, EA, Med
The Financial Team
P: (760) 448-2882

Email Maureen

General

General

Barry Waxler
Universal Financial Consultants Corp
P: (619) 295-5920

Email Barry

General

General

Sal Capizzi
Dunham & Associates
P: (858) 964-0500

Email Sal

General

General

Anthony Arnold
Barnes & Thornberg
P: (619) 321-5014

Email Anthony

General

General

Cristanne Leitner, CFP®, AEP®, CEPA®
LevitZacks
P: (858) 603-1462

Email Cristanne