CHAPTER
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.
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?
Join us for a more laid back EPI Event where we will gather to network and meet more members from the Conejo Valley Chapter.
Guidance on when to protect and confirm ownership of the intellectual property will be provided, along with tips and tricks.
How to maximize your insurance, contractual risk transfer options, M&A insurance trends, and offerings.
Chris Davidson will provide an update on current tax legislative matters and discuss tax strategies.
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.
Dennis Clapp, CFP®
J.P. Morgan Los Angeles Private Bank
P: (310) 860-7168
Email: dennis.m.clapp@jpmorgan.com
Esther Hopkins, J.D.
Law Offices of Esther Hopkins, P.C.
P: (818) 597-3500
Email: ehopkins@hopkinslawgroup.com
Eric Jones, JD, of Nevers Palazzo
Packard Wildermuth & Wynner, PC
P: (818) 879-9700 ext 242
Email: ejones@npwlaw.com
Robert Kulle
Heritage Capital Strategies, Inc.
P: (805) 604-2728
Email: rckulle@hcapst.com
Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
The Founders Group
P: (818) 758-8457
Email: melisa@foundersgroup.biz
Lior Temkin, CPA, MST
Singer Lewak
P: (424) 322-3079
Email: ltemkin@singerlewak.com
Kathleen Tepley
Los Angeles Consulting Group
P: (310) 916-9321
Email: kjt@losangelesconsultinggroup.com
Jeffrey R. Knakal
Growth Partners
P: 818-713-8000
Email: Jeff@growthpartners.net