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?
The panel will discuss various wealth management issues that affect business owners as they transition from active ownership to stewarding the family wealth.
We’re bringing together a panel of business owners who have implemented EOS into their businesses to hear how it has transformed their businesses and their lives.
We will discuss how to efficiently leverage the Federal annual exclusion and lifetime exemption while contemplating an exit strategy,
and more.
During this meeting, we will discuss how investment baking relates to exit planning, the sales process and which other advisors are involved,
and more!
Join us for a more laid back EPI event where we will gather to network and meet more members. Beverages including beer and wine will be provided along with assortment of heavy appetizers.
EPI provides leading advisors the best content in the exit and
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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
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