Greater Los Angeles Chapter

Chapter Purpose: The purpose of the EPI Greater Los Angeles 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.

Straight Talk With Business Owners - Members Only

Join us for an honest 45-minute chat with Patrick Czajkowski as he opens up about his business exit journey — the highs, the lows, and the moments no one talks about.

Patrick Czajkowski is the President of Cyber Sphere Data Inc. Patrick has over 30 years of experience in program management, product management, operations management, engineering management, and sales support. He has both founded and been employed by a number of software and electronics technology companies. Industries include satellite and terrestrial radio communications, energy management, telecommunications, non-destructive test and inspection, and database development.

April 28, 2026 - 8:00 AM PT

Hybrid

Fireside Chat with an ESOP Business Owner

May 7, 2026

In Person

Greater Los Angeles Chapter - Spring Mixer

May 12, 2026

Hybrid

MASTERING CASH FLOW MANAGEMENT: PROJECTIONS AND STRATEGIES FOR BUSINESS SUCCESS DURING RETIREMENT

June 4, 2026

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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?