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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

Start at the Finish Line and Be Unstoppable This Year
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Start at the Finish Line and Be Unstoppable This Year

January 22, 2026
State of the Union: The Evolving Landscape of Business Transitions and Owner Priorities
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State of the Union: The Evolving Landscape of Business Transitions and Owner Priorities

February 26, 2026
Business Succession Planning: It's A Team Sport
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Business Succession Planning: It's A Team Sport

March 26, 2026
Navigating Business Transition: Essential Estate Planning Strategies for Business Owners in the Current Tax Environment
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Navigating Business Transition: Essential Estate Planning Strategies for Business Owners in the Current Tax Environment

April 23, 2026
Exit Planning Case Study: Investigating Exit Options
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Exit Planning Case Study: Investigating Exit Options

May 28, 2026
Philanthropy’s Effective Role in Exit Planning
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Philanthropy’s Effective Role in Exit Planning

June 25, 2026
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EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

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