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


Deciding Whether <br> to Exit

Deciding Whether
to Exit

Determining whether to exit the business will always be a critical decision. How does a multi-generational family arrive at that decision? We will discuss an owner's value acceleration journey.

AUG 24, 2022

Private Equity – A Second Bite at the Apple

Private Equity – A Second Bite at the Apple

Hear from Private Equity Advisors about the pros and cons of a rolled equity and hear from a client who benefited from a second bite at the apple and the journey they took with the Private Equity firm.

SEP 28, 2022

How Important Are Taxes <br> to a Seller?

How Important Are Taxes
to a Seller?

We’re going to hear from some business owners about their path to sale & how tax considerations and strategies played a part in maximizing the amount of money they were able to keep.

OCT 26, 2022

Building a Sales Structure for Superior Results

Building a Sales Structure for Superior Results

Learn what actions should be taken in your company to experience sales growth and success.

NOV 16, 2022

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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
Nazarian Law & Tax Group, Inc.
P: (310) 400-0101

Email Mayer

Kathy Adams, CFP, CLTC, CFBS
Frazier Financial (Insurance)
P: (323) 965-6318

Email Kathy

Michael Feispor
Ernest & Young LLP
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