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
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.
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?
How To Advise Businesses When Times Become Difficult
You will learn about the options available to your clients and what triggers a business owner to either close the business, sell it, implement an “ABC”, or enter business bankruptcy.
A Retrospective About Selling My Business
This presentation will entail the sharing of a business owner’s experience and perspective.
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.
How Important Are Taxes
to a Seller?
Business owners talk about their path to sale and how tax considerations & strategies played a part.
Building a Sales Structure for Superior Results
Learn what actions should be taken in your company to experience sales growth and success.
Join Chapter Email List
EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.
