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 Raman Venkat as he shares his journey through selling his business—the wins, challenges, and the untold moments behind it all.

Raman Venkat is the CEO of LeFiell Manufacturing, a 100% employee-owned aerospace company. With more than 35 years of experience, he has led across finance, operations, and technology, shaping a broad and strategic leadership approach. He serves on multiple boards and has been a Trustee of LeFiell’s ESOP for over two decades. Raman is passionate about operational excellence, employee ownership, and the evolving role of AI in manufacturing. Outside of work, he enjoys travel, reading, and golf.

May 26, 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

Hybrid

From Business Exit to Personal Wealth: A Financial Planning Perspective

July 9, 2026

Hybrid

Evolving Family Offices: Trends, Transitions, and the Next Generation of Leadership

August 6, 2026

View All Events

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?