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INLAND EMPIRE CHAPTER

The Inland Empire Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Inland Empire 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.

UPCOMING CHAPTER EVENTS

Post-Election Conversations for Engaging Advanced Planning Clients
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In Person

Post-Election Conversations for Engaging Advanced Planning Clients

January 23, 2025
Tax Strategies: What to Do Between the LOI and Close
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In Person

Tax Strategies: What to Do Between the LOI and Close

February 27, 2025
The Psychology of an Exit: What motivates the business owner? How do we as advisors approach and assist them?
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In Person

The Psychology of an Exit: What motivates the business owner? How do we as advisors approach and assist them?

March 27, 2025
Case Study: When Family Business Conflict Stalls Business Succession Planning
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In Person

Case Study: When Family Business Conflict Stalls Business Succession Planning

May 22, 2025
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