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


Fireside Chat with A Winning Entrepreneur

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.

JAN 26, 2022

Strategies Owners Know But Don't Implement

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.

FEB 23, 2022

Pain Points of Family Business Succession Planning

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.

MAR 23, 2022

Customized Private Placement Life Insurance

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.

APR 27, 2022

Fireside Chat with a Successful Family Business Owner

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.

MAY 25, 2022

How Do Clients Use Service Providers

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?

JUN 22, 2022

How To Advise Businesses When Times Become Difficult

How To Advise Businesses When Times Become Difficult

We'll explain the 4 options every business owner has at their disposal in difficult times.

JUL 27, 2022

An Entrepreneur’s Reward

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.

AUG 24, 2022

Private Equity – A Second Bite at the Apple

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.

SEP 28, 2022

Building a Sales Structure for Superior Results

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.

NOV 16, 2022

How Important Are Taxes to a Seller?

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.

OCT 26, 2022

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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

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

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

Brian Rabinovitz, CPA, CM&AA
Citrin Cooperman
P: (818) 461-5266

Email Brian

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

Email John