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ORANGE COUNTY CHAPTER

The Orange County 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 Orange County 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

An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
Exit Planning Institute Image
In Person

An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients

June 12, 2025
Investigating Exit Options from Various M&A Expert Perspectives
Exit Planning Institute Image
In Person

Investigating Exit Options from Various M&A Expert Perspectives

July 10, 2025
Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All
Exit Planning Institute Image
In Person

Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All

August 14, 2025
Counseling to Commitment in 3 Parts
Exit Planning Institute Image
In Person

Counseling to Commitment in 3 Parts

September 11, 2025
Helping Owners Choose Their Business Succession Path
Exit Planning Institute Image
In Person

Helping Owners Choose Their Business Succession Path

November 13, 2025
One BIG Holiday Party
Exit Planning Institute Image
In Person

One BIG Holiday Party

December 4, 2025
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
Exit Planning Institute Image
In Person

An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients

June 12, 2025
Investigating Exit Options from Various M&A Expert Perspectives
Exit Planning Institute Image
In Person

Investigating Exit Options from Various M&A Expert Perspectives

July 10, 2025
Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All
Exit Planning Institute Image
In Person

Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All

August 14, 2025
Counseling to Commitment in 3 Parts
Exit Planning Institute Image
In Person

Counseling to Commitment in 3 Parts

September 11, 2025
Helping Owners Choose Their Business Succession Path
Exit Planning Institute Image
In Person

Helping Owners Choose Their Business Succession Path

November 13, 2025
One BIG Holiday Party
Exit Planning Institute Image
In Person

One BIG Holiday Party

December 4, 2025
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
Exit Planning Institute Image
In Person

An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients

June 12, 2025
Investigating Exit Options from Various M&A Expert Perspectives
Exit Planning Institute Image
In Person

Investigating Exit Options from Various M&A Expert Perspectives

July 10, 2025
Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All
Exit Planning Institute Image
In Person

Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All

August 14, 2025
Counseling to Commitment in 3 Parts
Exit Planning Institute Image
In Person

Counseling to Commitment in 3 Parts

September 11, 2025
Helping Owners Choose Their Business Succession Path
Exit Planning Institute Image
In Person

Helping Owners Choose Their Business Succession Path

November 13, 2025
One BIG Holiday Party
Exit Planning Institute Image
In Person

One BIG Holiday Party

December 4, 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.

LOCAL LEADERSHIP

National State of Owner Readiness Survey™

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?

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