Greater Los Angeles
CHAPTER
The Greater Los Angeles 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 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.
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?
Upcoming Chapter Events
Fireside Chat with A Winning Entrepreneur
Hear from entrepreneur Drew Goodmanson as he takes us through his journey and provides insight on how service providers can best work with their clients.
Strategies Owners Know But Don't Implement
Join us to learn the three foundational strategies that create freedom and increased value. Understand why owners don’t always embrace these critical strategies.
Pain Points of Family Business Succession Planning
During this engaging session, we’ll review some of the pitfalls and specific pain points many families experience with their business succession planning efforts.
Customized Private Placement Life Insurance
Hear from a client who implemented a CPPLI strategy as part of their tax planning. Learn about ways your clients can greatly reduce their capital gains and estate tax.
Fireside Chat with a Successful Family Business Owner
Join us to hear unique insights into common issues CEOs face in building their companies. We'll also cover how service providers can best help Business Owners and CEOs.
How Do Clients Use Service Providers
This presentation with focus on what sellers learned in the course of selling their business. In looking back at the experience what would they have done differently?
How To Advise Businesses When Times Become Difficult
We'll explain the 4 options every business owner has at their disposal in difficult times.
An Entrepreneur’s Reward
This presentation will entail the sharing of a business owner’s experience and perspective related to the preparation for a liquidity event.
Private Equity – A Second Bite at the Apple
Hear from Private Equity Advisors about the pros and cons of a rolled equity into a NewCo.
Building a Sales Structure for Superior Results
Attend this session to learn what actions should be taken in your company to experience sales growth and success.
How Important Are Taxes to a Seller?
During this panel discussion, we’re going to hear from business owners about their path to sale and how tax considerations and strategies played a part.
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