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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.

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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.

UPCOMING CHAPTER EVENTS

HOLIDAY LUNCH SOCIAL
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In Person

HOLIDAY LUNCH SOCIAL

December 11, 2024
How Will The Election Results Affect Estate Tax Policy & Capital Markets
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In Person

How Will The Election Results Affect Estate Tax Policy & Capital Markets

January 15, 2025
Speed Troikas: Who you need to know in the Chapter
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In Person

Speed Troikas: Who you need to know in the Chapter

February 19, 2025
Business Owner & Trusted Advisor Observations and Insights
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In Person

Business Owner & Trusted Advisor Observations and Insights

March 19, 2025
Successful Preparation and Sale of Southwest Strategies to Palladium Equity's Heritage Fund
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In Person

Successful Preparation and Sale of Southwest Strategies to Palladium Equity's Heritage Fund

April 16, 2025
Chapter Member Mastermind Case Studies
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In Person

Chapter Member Mastermind Case Studies

May 21, 2025
EPI Conejo Valley Summer Social
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In Person

EPI Conejo Valley Summer Social

June 18, 2025

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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

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?

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