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
EPI CEPA SOCIAL
Come help us celebrate our first in-person CEPA program since January 2020 with a networking social.
Ingredient 8:
Buyer Pool
Does the structure of the deal really matter? Join us for our October chapter event to learn how the deal terms and structure are put together for different types of buyers.
The Successful Exit: Real-Life Lessons Learned
During this engaging workshop, we’re going to review some powerful and inspiring real-life examples of how we can bring families together and drive success with the next generation.
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