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.

 

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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?

Download the National Report

Upcoming Chapter Events


Improvements to Prepare a <br> Business Owner

Improvements to Prepare a
Business Owner

Preparing a business for a transition requires understanding its value, how attractive and ready the business is for the transition and implementing the right strategies.

JAN 25, 2023

Selling an <br> Entrepreneurial Business

Selling an
Entrepreneurial Business

Two brothers sold their family business to a PEG. They now have started a podcast for other entrepreneurs to start thinking
about their exit.

FEB 22, 2023

Charitable Planning for Business Owners

Charitable Planning for Business Owners

This discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners.

MAR 22, 2023

Conversations with <br> Business Owners

Conversations with
Business Owners

Join us as we have a conversation with two business owners & partners about their discovery process as they began their exit planning journey.

APR 26, 2023

Navigating a Sale: An Interactive Process

Navigating a Sale: An Interactive Process

Our presentation will dive into what sellers need to do, and how to convince sellers of the
pre-sale preparation.

MAY 24, 2023

Shifting from Operations to Preparing for a Sale

Shifting from Operations to Preparing for a Sale

Two business owners, valuation advisor and their business broker share the process of optimizing the value of their business.

JUN 28, 2023

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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
Nazarian Law & Tax Group, Inc.
P: (310) 400-0101

Email Mayer

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

Email Kathy

Michael Feispor
Ernest & Young LLP
P: (310) 553-8844

Email Michael

George Dulgeryan
J.P. Morgan Private Bank
P: (626) 463-2301

Email George

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, CEPA
Wilmington Trust
P: (310) 300-3066

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

Laura Stone, CPA
Citrin Cooperman
P: (818) 783-0570

Email Laura

John Benun
Capital Group Private Client Services
P: (310) 996-6249

Email John