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
Family Dynamics/
Partners
We'll discuss issues and challenges surrounding family business, and highlight the critical importance of planning for what’s next.
How to Build Your Advisory
Team
What goes into building the perfect advisory team prior to an exit? Join us for out July chapter event to learn the vital components to an effective team.
A Successful Exit Depends on a Comprehensive Financial Plan
Business Owners do not plan to fail, but they do fail to plan. A comprehensive and coordinated financial plan is vital to a successful exit.
Preparing for a Due Diligence
Don't let the due diligence process stress you out. For most owners this can be a unfamiliar process. Our panel of experts will bring you real life examples to help you coach your client every step of the way.
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