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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
Due Diligence In A Business Transaction/Sale
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In Person

Due Diligence In A Business Transaction/Sale

April 24, 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
Owners Panel Discussion
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In Person

Owners Panel Discussion

June 26, 2025
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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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