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.
2017 Los Angeles 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 local Los Angeles marketplace to succeed?
Upcoming Chapter Events
State of the Union
of Private Equity
In this session, participants will learn how Private Equity Groups (PEGs) select investments and how they value the potential business investments.
Business Owners and Estate Planning: The Role of Trusts
This presentation provides a high level overview of issues to be addressed to reduce the impact of income, capital gains and estate taxes when selling a business.
Creating New
Revenue Now
In this session, participants will learn how to leverage their company’s core value proposition into new revenue streams that create additional revenue to increase the company’s value upon exit.
JAN 9: Investments in the Cannabis Industry
The EPI Greater Los Angeles Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.
FEB 13: Charitable Strategies and Vehicles
The EPI Greater Los Angeles Local Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.
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