Greater Los Angeles


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.


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2017 Los Angeles 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 local Los Angeles marketplace to succeed?

Download the 2017 Los Angeles Quicklook

Upcoming Chapter Events

New Year's Mixer to Celebrate the New Year

New Year's Mixer to Celebrate the New Year

Join the Greater Los Angels Chapter for a festive evening of networking, drinks and appetizers at Il Moro as we welcome in 2020 and prepare for the new year ahead!

JAN 23, 2020

An Overview of Charitable Strategies and Vehicles

An Overview of Charitable Strategies and Vehicles

Attend this session to learn about various charitable vehicles, the pros and cons illustrated through case studies, and strategies that maximize tax savings.

FEB 13, 2020

Unlocking Tough Negotiations with Creative Solutions

Unlocking Tough Negotiations with Creative Solutions

In this session, attendees with learn how to overcome challenges by introducing creative ideas that often occur between the buyer and the seller in order to increase value and reach optimal outcomes.

MAR 12, 2020

The Global Economy and How it Affects Exit Planning

The Global Economy and How it Affects Exit Planning

Attend this event to learn about the state of the global economy, credit cycles, indicators and what to expect pre and post-election.

APR 09, 2020

Acquisition Due Diligence

Acquisition Due Diligence

Join us for a discussion on what to look for and what to be concerned about as your clients go through an acquisition.

MAY 14, 2020


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Local Leadership


Melisa Silverman, CEPA, JD, CVA, SBA
The Founders Group
P: (818) 758-8457

Email Melisa

Mayer Nazarian, Esq., MBT
Ervin Cohen & Jessup LLP
P: (310) 281-6323

Email Mayer

Kathy Adams, CFP, CLTC, CFBS
Frazier Financial (Insurance)
P: (323) 965-6318

Email Kathy

Michael Feispor
Weinstock Manion
P: (310) 553-8844

Email Michael

Harold Winnett
SquarMilner (CPA)
P: (310) 207-2595

Email Harold

George Dulgeryan
California Community Foundation
P: (213) 413-4130 Ext. 207

Email George

Heath Goldman
Icon Wealth & Legacy Partners
P: (818) 981-7184

Email Heath

Joel Berman
Elkins Kalt Weintraub Reuben Gartside LLP
P: (310) 746-4470

Email Joel

Kathleen Tepley, CAM
Los Angeles Consulting Group
P: (310) 916-9231

Email Kathleen

Merryll McElwain
BNY Mellon Wealth Management
P: (310) 551-7672

Email Merryll

Channing Hamlet, FINRA Series 7, 63 and 79
Objective Capital Partners
P: (310) 570-2721

Email Channing

Jeff Jagard
Miracle Mile Advisors

Email Jeff

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