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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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

Do's and Don'ts of Exiting

Do's and Don'ts of Exiting

Long-term success in a family firm is not determined by one or two things but rather an entire structure that promotes common goals.

JAN 10, 2018

Tax Law: What You Need to Know

Tax Law: What You Need to Know

The Tax Cuts and Jobs Act hit the reset button on business planning. Conventional thinking no longer applies.

FEB 14, 2018

Plan, Optimize & Finish Strong

Plan, Optimize & Finish Strong

Break down the process and learn how value is created using an IntelligentExit® with an expert panel.

MAY 09, 2018


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Local Leadership


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

Email Michael

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

Email Paul

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

Email Claire

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

Email Bryan

David Brzezniak, CPA
JGD & Associates LLP
P: (858) 731-5109

Email David

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

Email John

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

Email Joseph

Trey Fairman, JD, LL.M
Underwriting Services of America
P: (619) 993-0013

Email Trey

Ken Nunes, CFA
Caliber Advisors
P: (858)792-8990

Email Ken

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

Email Tim

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

Email Kevin

William (Bill) Super, CPA
William Super CPAs & Consultants

Email Bill

Reinvent yourself in 2018 with exit planning.