---
title: Conejo Valley Chapter | Exit Planning Institute
description: Join the Conejo Valley Chapter of the Exit Planning Institute to connect with local advisors and enhance your business exit strategies through collaborative events and educational resources.
---

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  [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
  
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  #### [Growth and Impact Week](https://growthandimpact.com/)
  
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  #### [CEPA Mastery Winter Retreat](https://cepamastery.com)
  
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  ### State of Owner Readiness
  
  [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness)
  
  
  
  ### Annual Exit
  
  [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit)
  
  
  
  ### Free Content Library
  
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  #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
  
  Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
  
  #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market)
  
  Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
  
  #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness)
  
  Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
  
  #### [Exit Planning Blog](https://blog.exit-planning-institute.org/)
  
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  #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
  
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  #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
  
  Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
  
  #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny)
  
  Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
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  Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

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    - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
    - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
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    - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
    - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
    - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
    - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
    - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
    - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
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# CONEJO VALLEY CHAPTER

The Conejo Valley Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

![Conejo Valley - Full Color](https://exit-planning-institute.org/hs-fs/hubfs/Conejo%20Valley%20-%20Full%20Color.png?width=245&height=136&name=Conejo%20Valley%20-%20Full%20Color.png)

**Chapter Purpose: **The purpose of the EPI Conejo Valley 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.

[ Attend an Event ](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter#chapter-events)

[ Meet the Leaders ](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter#leadership-team)

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## UPCOMING CHAPTER EVENTS

[Speed Troika: Networking Event ](https://exit-planning-institute.org/events/epi-conejo-valley-september-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/chapter%20conejo%20valley/cv-sep.png)

In Person

#### Speed Troika: Networking Event

 September 16, 2026

[ESOP Succession Planning: Structuring Liquidity While Preserving Legacy](https://exit-planning-institute.org/events/epi-conejo-valley-october-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/chapter%20conejo%20valley/cv-oct.png)

In Person

#### ESOP Succession Planning: Structuring Liquidity While Preserving Legacy

 October 21, 2026

[Personal Financial Readiness: Are You Financially Ready to Exit?](https://exit-planning-institute.org/events/epi-conejo-valley-november-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/chapter%20conejo%20valley/cv-nov.png)

In Person

#### Personal Financial Readiness: Are You Financially Ready to Exit?

 November 18, 2026

[Winter Social](https://exit-planning-institute.org/events/epi-conejo-valley-december-2026-chapter-event)

![Exit Planning Institute Image](https://exit-planning-institute.org/hubfs/6_Chapters/Chapters/chapter%20conejo%20valley/cv-dec.png)

In Person

#### Winter Social

 December 16, 2026

[ View All Events ](https://exit-planning-institute.org/events)

## 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.

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## LOCAL LEADERSHIP

## NATIONAL 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 national marketplace to succeed?

 Download the National Report

## CHAPTER RESOURCES

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![Morton_Logo](https://exit-planning-institute.org/hs-fs/hubfs/chapter%20conejo%20valley/Morton_Logo.jpeg?width=116&name=Morton_Logo.jpeg)Mr. Seetoo is a Partner & Sr VP. with 21 years of experience in developing investment strategies for affluent business owners and high net worth families. Prior to joining Morton Capital Management in August 2007, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003.  Mr. Seetoo began his investment career with Sanford C. Bernstein & Co., Inc. in 1998.  Mr. Seetoo is a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts.  Additionally, Mr. Seetoo is a Certified Exit Planning Advisor, Certified Financial Planner®  and a member ProvisorsTM .

Mr. Seetoo earned his Black Belt Degree in Krav Maga and was an instructor for nearly a decade.  He successfully completed Sealfit Kokoro Camp 37 in June 2015.

He has served a number of philanthropic organizations including Boys & Girls Clubs of Greater Conejo Valley, Water Buffalo Club, Project ECHO & the Dubinoff School for Child Development.

He received his Bachelors degrees in Economics and International Relations from Randolph-Macon College in Ashland, Virginia.  Mr. Seetoo is married, has 2 daughters and resides in Agoura Hills, CA.

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Esther Hopkins, founder and principal of the Law Offices of Esther Hopkins, P.C., provides personalized legal counsel to individuals and families in the areas of estate planning, business succession planning, probate and trust administration, and special needs planning. She is particularly adept at handling the planning and administration challenges unique to high net worth individuals and families, complex estates and business successions.

Esther spent the first 13 years of her career as a business litigation and transaction attorney. During this time, she saw how lawsuits between family members often tore families apart. She realized that many of these lawsuits could have been prevented with proper planning. As a result, she decided to focus on estate planning and closely related areas. Esther’s experience as a litigator gives her a unique perspective on planning and how to avoid the types of mistakes that can lead to lawsuits and other potential problems.

Esther has a very large and close-knit family. Her father was one of twelve children, while her mother had eight siblings. Esther has approximately 50 first cousins. Family has always been the most important part of Esther’s life, and this is another reason why she has chosen to focus on planning rather than litigation. She takes a great deal of personal and professional satisfaction from helping families protect the people they love, the assets they have worked so hard to achieve, and working to prevent the types of infighting over “who gets what” that can destroy family relationships for a lifetime.

Esther received her B.A. in Political Science from the University of California at Los Angeles in 1990. She earned her Juris Doctor from Loyola Law School, Los Angeles, in 1993. She became a member of the State Bar of California in 1993. In addition, Esther is fluent in Spanish.

Esther’s community participation has included volunteer work for the Advocates for Children’s Rights and Bet Tzedek Legal Services. Esther was also active on the Board of Directors for the Southeast Ventura County YMCA. She is an active member of WealthCounsel and Provisors. In her free time, Esther enjoys hiking, biking, running, and most of all, spending as much time as possible with her family.

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Eric counsels privately held companies and their owners in the structuring, negotiation and closing of strategic transactions. His transactional expertise includes stock and asset acquisitions, financings, mergers, entity conversions and dissolutions, commercial transactions and corporate governance matters. Eric previously worked as a tax and transactions attorney in the Los Angeles offices of Venable LLP and Manatt, Phelps & Phillips, LLP. He works closely with clients’ tax advisors to address tax issues that may impact pending transactions. Eric speaks on important legal and business issues and has contributed to several legal publications.

Eric earned his Master of Laws in Taxation from New York University School of Law and his Juris Doctor, cum laude, from Pepperdine University School of Law. Additionally, he graduated summa cum laude from the California State University at Northridge with a Bachelor of Science in Accountancy and Business Administration (Honors in Business Option).

![2022_Logo_Heritage-Capital-Strategies-e1652819443495](https://exit-planning-institute.org/hs-fs/hubfs/2022_Logo_Heritage-Capital-Strategies-e1652819443495.jpg?width=200&height=137&name=2022_Logo_Heritage-Capital-Strategies-e1652819443495.jpg)Robert began his financial services career in 1998 and founded Heritage Capital Strategies, Inc.(HCS) in 2004. HCS is a boutique consulting firm specializing in life insurance solutions for businesses and high net-worth families. The combination of Robert’s analytical approach and relationship with M Financial has positioned HCS as a top resource for professional advisors and  
clients throughout the country.

Robert’s ability to identify the most efficient way to acquire the asset of life insurance sets HCS apart. His experience in wealth transfer, business succession, and executive compensation markets allow him to create innovative solutions that are tax efficient. Currently, HCS manages over $1 Billion of policy Death Benefits for clients.

Robert is supported in his Westlake Village office by a high quality team of professionals and together they have over 60+ years of experience in the life insurance industry. The team is dedicated to providing a unique client experience and is committed to servicing the existing in-force business.

Robert, his wife, Stephanie, and their two children reside in Newbury Park, CA. They support their community through various school and philanthropic endeavors, including the Make-A-Wish Foundation and Robert’s work on the Planned Giving Advisory Council for California State University, Channel Islands.

Education:  
• Bachelor of Science ~ Le Moyne College  
• Masters Degree ~ Binghamton University

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Kathleen J. Tepley is the Founder of Los Angeles Consulting Group (LACG), which specializes in business development advisory services to: professional service firms, family offices, city/municipalities, and non-profit organizations.

LACG is known for their business development support services and business growth events, including co-managing the Lido Family Office Investment Symposium, since 2010. The annual event for the nationwide Family Office community has secured esteemed guest speakers such as, former President Jimmy Carter.

**Kathleen’s strength is in connecting people and nurturing relationships.**  She has over two decades of expertise in business development. She identifies, qualifies, implements, and cultivates new synergistic alliances, while cementing relationships for existing clients. Combining intuition with an unwavering commitment to “follow up and follow through”, she turns potential business into essential dollars. She loves serving people and does this by personally guiding the growth of their vision.

Kathleen is exceptional in everything that she does. She is personable, efficient, knowledgeable and an asset to any organization. If you want results, she is the one to hire!

Los Angeles Consulting Group strives to donate 30% of its resources to assist nonprofit and professional clients with a multitude of support services and targeted networking opportunities.  She volunteered on the Advisory Board for the Arthritis National Research Foundation for ten (10) years and now serves on the Advisory Committee, the Culver City Chamber of Commerce. From 2014 – 2017, her company managed & supported the Culver City Centennial Celebration, with 100 events in 12 months. She has been a leading member of ProVisor’s since 2004.

Kathleen is originally from Minnesota, where she earned her CAM certification from the Multi-Housing Association of America.  She spent 12 years managing multi-unit rental properties for Susee & Lee Associates and Metes and Bounds Management Company, A Professional Law Corporation. Kathleen also served seven (7) years on the Board of Directors for the Sylvan Shores Property Association, five of those years as Vice President.  During her term, she was able to revise management plans for the association and bring it into a financially thriving resort living, community and home association.

### .

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Jeffrey Knakal is a top performing investment banker. He is an investment banking thought-leader, and a strategic engineering center-of-expertise. Jeff built highly successful practices for three world-class firms in New York before embracing entrepreneurship via founding Growth Partners in 1994 and developing a next-generation investment banking model (vertically integrated), proprietary offerings (decision-making analytics for business owners), and a special set of practices, all dedicated to maximizing the value provided to clients beyond the confines of traditional investment banking. Jeff is a distinguished resource for companies and their owners.

**Present:** Jeff is the Managing Partner of Growth Partners (GPI) which is a boutique investment banking firm (fully registered FINRA member) serving middle-market companies. The firm’s tag-line is “First we are Farmers.., and then we are Hunters™.” Based on a clinical assessment of investment banking, Jeff concluded important, if not critical, value could be provided to owners before the inflection point of a transaction, which ultimately would contribute to a superior transaction outcome, aside from improving traditional investment banking transaction processes. As such, he designed a synergistic bifurcated model entailing the following client offerings:

- GPI’s first set of activities pertain to pre-transaction analytical assessments of a company related to both, “what is” (buyer preference alignment), and “what could be” (value-creation potential). The outcomes afford owners with the basis to make optimal build/sell decisions.
- GPI’s second set of activities pertains to M&A and capital formation transaction execution with a liquidity event centricity. The capability is distinguished by sophisticated information disclosures (no PowerPoints), embedded value-creation plans and counterparty synergy analysis.

**Past:** Jeff began his career with JP Morgan handling relationships and transactions with US multinationals in the northeast. He was then recruited to Credit Suisse to generate new business and proactively realize synergy among three affiliated firms (First Boston, CSFB and Credit Suisse) before being offered a position in Zurich. Thereafter, Jeff was the first American hired to build a US investment banking presence for Daiwa Securities (when Japan was liberalizing its capital market). He achieved “first-time” transaction events for Colgate-Palmolive and Aetna Life.

**Education:** Jeff received a Bachelor’s degree from the Wharton School, at the University of Pennsylvania (finance major), and a Master of Business Administration from the Stern School, at New York University (finance major).

**Bona-Fides:** Jeff has closed transactions totaling almost $1 billion in value for companies residing in most industries for GPI. He also founded and initially developed two manufacturing companies with each achieving revenues of $100 million (developed the supply-chain thesis, acquired the targets, recruited the management teams, prepared the build-plans and raised the capitalization structures). Jeff is a student of strategic development and advocates “Purple Ocean” strategies. He is an expert regarding valuation and crafting compelling narratives related to the sale of a company. Jeff has given speeches at MIT, Duke, Boeing, the Conference Board, etc., published a set of eight tutorial articles for C-Suite Quarterly, and is in the process of writing a book called “Optimal Exits.” Jeff’s greatest competency pertains to nurturing business owners, while earning their trust.

**The “Why:”** To best serve the heroes of the American economy, which are entrepreneurial business owners, by ensuring their courage and resolve are justly rewarded through a well-deserved maximized liquidity event return.

**Mike Rudow, MBA, CFP®, AIF®, CEPA®, CFS,** is a Partner and Wealth Advisor at Morton Wealth in Calabasas, California, where he specializes in helping business owners and affluent families turn complex financial lives into clear, actionable strategies. Drawing on deep experience in exit planning, he works closely with closely held business owners to de-risk and decentralize their companies, build transferable enterprise value, and align business outcomes with personal and family goals—particularly for owners who initially believe their businesses have little to no saleable value.

At Morton Wealth, Mike leads clients through holistic wealth management that integrates investment consulting, advanced tax and estate planning, retirement and cash flow planning, and thoughtful risk management. He has a particular focus on business exit and transition strategy, corporate retirement plans (defined benefit and defined contribution), and equity compensation planning for entrepreneurs and key executives. His approach emphasizes true diversification, including innovative alternative investments, with the goal of “empowering better investors” and helping clients get the most life out of their wealth.

Before joining Morton Wealth in 2021, Mike spent four years with J.P. Morgan Wealth Management as a Financial Advisor and Business Development Associate, where he concentrated on investment consulting, financial planning, and business development for entrepreneurial and high‑net‑worth clients. Earlier in his career, he worked in consulting roles in the FinTech, communications, and development technology sectors, giving him a practical understanding of the business owner’s journey from start-up through scale and exit. Mike originally launched his professional life in the health and fitness world—including roles as a head trainer and even a trapeze artist—before making a significant career transition into finance, a story that informs his empathy and relatability with clients navigating major life and career changes.

Mike holds an MBA in Financial Planning from California Lutheran University and a Post‑Baccalaureate Certificate in Personal Financial Planning from UCLA, built on a Bachelor of Arts in Sociology from the University of Washington. He has earned multiple industry credentials, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Investment Fiduciary® (AIF®), and Certified Fund Specialist (CFS), as well as FINRA Series 7 and 66 registrations. His commitment to professional excellence and fiduciary responsibility is central to how he serves clients.

In addition to his advisory work, Mike is actively involved in the professional and local business community. He serves as Chapter President and Board Member of the Exit Planning Institute’s Conejo Valley Chapter, helping build a collaborative ecosystem of advisors focused on improving outcomes for business owners planning growth, transition, or exit. He also serves on the Board of Directors, Finance Committee, and Audit Committee for Valley Community Healthcare, and is a Board Member with ACG 101 (Association for Corporate Growth 101 Corridor), reflecting his dedication to both community impact and middle‑market deal and advisory networks.

Known for being approachable, collaborative, and highly engaged, Mike is passionate about educating clients and professional partners through speaking, content, and events on topics such as business exits, equity compensation, tax‑efficient planning, and retirement income design. He brings the same energy and discipline that defined his fitness and coaching background to his advisory practice, partnering with clients to design and execute strategies that support the lives they want to live—now and through the transition beyond their businesses.

**Janice L. Miller, Esq.** is the Managing Partner at Miller Haga Law Group, LLP, with over 25 years of experience as a highly-recognized trusted legal advisor as an innovative general counsel. She represents the firm’s clients in business transactions, real estate, entertainment, intellectual property, licensing, and hospitality, focusing on preventive strategies to avoid litigation. A recognized speaker, Janice frequently addresses conferences on business trends, location based entertainment, real estate, corporate governance, and emerging legal trends.

Before private practice, Janice held senior leadership roles at NBCUniversal, including Vice President of Business Affairs for Universal Studios Hollywood® and CityWalk®. She played a key role in the billion-dollar expansion of these properties, managed tenant relationships, and advised on major business deals and sponsorships. Her earlier career included significant positions at Walt Disney Imagineering®, Sega GameWorks®, and MCA Recreation Services®, where she built her expertise in entertainment, real estate, and intellectual property law.

Janice is also an expert in the business strategy of Coopertition® (the notion that competitors can work together cooperatively for the benefit of their clients). She serves as a strategic legal partner and business advisor, providing the firm’s clients with pragmatic, cost–effective legal and business solutions that minimize risk and maximize profits. She has been recognized as a Southern California Super Lawyer (2020-2025), a Legal Visionary by the Los Angeles Times, and among the Top Women Lawyers by the Daily Journal. She has also been named a Top 200 Most Influential Leader by the San Fernando Valley Business Journal.

Janice holds a J.D. (cum laude) and B.A. (magna cum laude) from Temple University, and an M.B.A. (summa cum laude) from the University of Redlands. Outside of her legal career, Janice enjoys fitness, pickleball, and time with her family. She and her husband of 29 years have two adult children: a commercial airline pilot and a doctor of Behavioral Health specializing in athletic prehabilitation.

**Harriet Oberman **is an accomplished professional with an impressive educational background. She graduated from Southwestern University in Georgetown, Texas, with a Bachelor of Science in Biology, and a minor in Mathematics. She also holds an MBA from the Anderson School of Management at UCLA, which speaks volumes about her dedication to her career. Harriet is a well-respected member of the California Society of CPAs and the American Institute of Certified Public Accountants. She is also the Treasurer for Conejo Valley United Soccer club, which shows her commitment to her community. Additionally, Harriet is an active member of the Rotary Club of Conejo Valley, and her involvement in various philanthropic activities is commendable. Her association with the Accounting Advisory Board at California Lutheran University is a testament to her expertise in her field. Not only that, but she also serves as a mentor to their Executive MBA students, which shows her passion for nurturing the next generation of professionals. With her remarkable qualifications and dedication to her community, Harriet is a true asset to her profession.