Orange County
CHAPTER
The Orange County 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 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.
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?
Upcoming Chapter Events
Shoot Out: Nings, Wings, and Dings
Join Rebecca and Marty as they “shoot it out” to help you compare and contrast various jurisdictions’ statutory, taxation and investment platforms.
Transforming Your Money Relationship
“How you do money is how you do everything.” -Marla Diann. Join Marla for a compelling Masterclass where she will help you explore your relationship with money.
ESOP Case Studies - The Good, the Bad and the Ugly
We're talking ESOPs. Using case
studies, we will explore all the factors
in considering ESOPs as
an exit strategy.
Live Chapter Reboot! Welcome Back!
We will be hosting our first live chapter event in over 18 months. Join us for a great networking opportunity, either in person, or via Zoom, the choice is yours!
Join Chapter Email List
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.
