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


EPI CEPA SOCIAL

EPI CEPA SOCIAL

Come help us celebrate our first in-person CEPA program since January 2020 with a networking social.

OCT 19, 2021

Ingredient 8: <br>Buyer Pool

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.

OCT 27, 2021

The Successful Exit: Real-Life Lessons Learned

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.

NOV 17, 2021

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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