Greater Los Angeles


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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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?

Download the 2017 Los Angeles Quicklook

Upcoming Chapter Events

Investing In Qualified Opportunity Zones

Investing In Qualified Opportunity Zones

In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.

FEB 14, 2019

What Really Happens When You Sell Your Business

What Really Happens When You Sell Your Business

In this session, you will learn about preparing the business for sale, the due diligence process and examples of hurdles that owners must overcome and what can go wrong.

MAR 14, 2019

Private Placement Insurance

Private Placement Insurance

In this session, you will learn about private placement life insurance (PPLI) as one strategy that your clients should consider.

APR 11, 2019

 Ways To Use To Increase The Value Of A Business

Ways To Use To Increase The Value Of A Business

In this session, attendees will participate in small group discussions to apply the value acceleration methodology to a business case study.

MAY 09, 2019

Creating Golden Handcuff Options for Employees

Creating Golden Handcuff Options for Employees

A panel of advisors who deal with executive and group benefits will discuss specific ways to create programs that will help you attract and retain the employees who build and further the value of your business.

JUN 13, 2019


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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
P: (310) 400-0104

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

Harold Winnett
SquarMilner (CPA)
P: (310) 207-2595

Email Harold

David Herman
Diamond Capital Advisors
P: (310) 432-8585

Email David

Baruch Littman
Jewish Community Foundation

Email Baruch

Jeffery Weiner
Steptoe & Johnson
P: (213) 439-9413

Email Jeffery

Heath Goldman
Icon Wealth & Legacy Partners
P: (618) 981-7184

Email Heath

Kevin Sierzant, CEPA
BNY Mellon (Financial Advisor)
P: (310) 551-7607

Email Kevin

Kathleen Tepley, CAM
Los Angeles Consulting Group
P: (310) 916-9231

Email Kathleen

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