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
Holiday Mixer
Join us for networking and holiday cheer! Network and connect with like-minded individuals within the exit planning community.
Kick Off the New Year
Join Joe and Shelley as they share how to have your clients pre-disposed to yes before
they ever meet you.
The Perspective Series
Gain perspective from the Entrepreneurs themselves regarding their business
succession planning.
Exit Planning Case Study
You will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
Speed Dating Part 2
Join fellow members for this fast-paced method to learn more about each other, while practicing your conversations with business owners.
Understanding the Math
Join the collaborative exit planning team of this actual recent business succession and
tax planning case.
Successful Succession
Join the dynamic duo of Ted and Jeremy as they share their personal journey of an independent financial firm’s successful succession
Join Chapter Email List
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Local Leadership
General
Christine Weiner, Esq., B.A.,
M.A., J.D., TEP
Christine C. Weiner, A Professional Law Corporation
P: (949) 721-6610
