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
Integrating Exit Planning into Your Successful Practice
Attend this session to learn the secrets of success in Exit Planning and see why it’s the ultimate “team sport.”
The Deferred Sales Trust™
This session will explain the Deferred Sales Trust™, a capital gains tax deferral solution and how to use it.
Cannibusiness – Challenges, Opportunities, and Threats
Join Kim and Mindy as they discuss the language, tools, and resources to better help your clients when they come knocking.
Holiday Celebration
Attend the holiday celebration for an afternoon of networking and drinks with the EPI Orange County chapter.
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