Conejo Valley

CHAPTER

The Conejo Valley 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 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.

 

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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 State of Owner Readiness Report

Upcoming Chapter Events


Exit Planning Is Not What You Think

Exit Planning Is Not What You Think

Join us for the launch of the Conejo Valley EPI chapter. Presented by EPI CEO, Chris Snider.

MAR 24, 2020

The “How” of Exit Planning

The “How” of Exit Planning

Join us as we work to build a better understanding of the Value Acceleration Methodology.

APR 16, 2020

Getting to The Triggering Event

Getting to The Triggering Event

In this interactive session, we will explore the Triggering Event, comprised of a business valuation.

MAY 21, 2020

Gate 3:  An Overview of Exit Options

Gate 3: An Overview of Exit Options

In this session, we will explore the various exit options available to business owners and the pros and cons of each.

JUL 16, 2020

 


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Local Leadership


 

President

President

Joseph A. Seetoo, CFA, CFP®, CEPA
Morton Capital Management
P: (818) 591-6219
Email: jseetoo@mortoncapital.com

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Board Member

Board Member

Esther Hopkins, J.D.
Law Offices of Esther Hopkins, P.C.
P: (818) 597-3500
Email: ehopkins@hopkinslawgroup.com

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Board Member

Board Member

Eric Jones, JD, of Nevers Palazzo
Packard Wildermuth & Wynner, PC
P: (818) 879-9700 ext 242
Email: ejones@npwlaw.com

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Board Member

Board Member

Robert Kulle
Heritage Capital Strategies, Inc.
P: (805) 604-2728
Email: rckulle@hcapst.com

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Board Member

Board Member

Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
The Founders Group
P: (818) 758-8457
Email: melisa@foundersgroup.biz

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Board Member

Board Member

Lior Temkin, CPA, MST
Singer Lewak
P: (424) 322-3079
Email: ltemkin@singerlewak.com

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Board Member

Board Member

Kathleen Tepley
Los Angeles Consulting Group
P: (310) 916-9321
Email: kjt@losangelesconsultinggroup.com

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