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
Selling an
Entrepreneurial Business
Two brothers sold their family business to a PEG. They now have started a podcast for other entrepreneurs to start thinking
about their exit.
Charitable Planning for Business Owners
This discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners.
Conversations with
Business Owners
Join us as we have a conversation with two business owners & partners about their discovery process as they began their exit
planning journey.
Navigating a Sale: An Interactive Process
Our presentation will dive into what sellers need to do, and how to convince sellers of the
pre-sale preparation.
Shifting from Operations to Preparing for a Sale
Two business owners, valuation advisor and their business broker share the process of optimizing the value of their business.
Plans and Pains of a Business Owner after the Sale
Once the business is sold, business owners very often lose their identity. to the business owner, it can be both the happiest day of their life as well as the saddest day.
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