state-california-logo

SAN DIEGO CHAPTER

The San Diego 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.

San Diego - Full Color

Chapter Purpose: The purpose of the EPI San Diego 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

Helping Owners Reduce Risk with Business Continuity Planning
Exit Planning Institute Image
In Person

Helping Owners Reduce Risk with Business Continuity Planning

July 17, 2024
Master Counseling & Then Collaborate or Partner to Engage Your Perfect Client
Exit Planning Institute Image
In Person

Master Counseling & Then Collaborate or Partner to Engage Your Perfect Client

August 14, 2024
The Exit Planning Landscape Has Changed: Stay Relevant in 2024
Exit Planning Institute Image
In Person

The Exit Planning Landscape Has Changed: Stay Relevant in 2024

September 18, 2024
SPEED DATING: Always Know Who to Call!
Exit Planning Institute Image
In Person

SPEED DATING: Always Know Who to Call!

October 16, 2024
Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts
Exit Planning Institute Image
In Person

Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts

November 20, 2024
One Big Holiday Party!
Exit Planning Institute Image
In Person

One Big Holiday Party!

December 9, 2024

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.

LOCAL LEADERSHIP

2017 SAN DIEGO STATE OF OWNER READINESS

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 local San Diego marketplace to succeed?

CHAPTER RESOURCES

Decentralizing the Business Owner
Exit Planning Institute Image
Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

THANK YOU TO OUR SPONSORS

Entrust-Logo--2
Final FoundersGroup9 0 Converted-01 removed we find value-2
OB. CAP - SD- LOGO-1
Strazzeri Mancini Logo-1
Trilogy-1
SCI-Logo-Final-01-1024x410-2

DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor (CEPA).