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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.

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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

One Big Holiday Party!
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One Big Holiday Party!

December 9, 2024
Building the Future: Succession Planning Through Leadership Development
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Building the Future: Succession Planning Through Leadership Development

January 15, 2025
An ESOP Guide for the Perplexed
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An ESOP Guide for the Perplexed

February 19, 2025
UHNW Collaborative Case Study: Multiple Advisors with Lots of Moving Parts
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UHNW Collaborative Case Study: Multiple Advisors with Lots of Moving Parts

March 19, 2025
Speed Dating: Always Know Who to Call!
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Speed Dating: Always Know Who to Call!

April 16, 2025
An Excerpt from the CEPA Program - Integrated Tax, Estate, and Charitable Planning
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An Excerpt from the CEPA Program - Integrated Tax, Estate, and Charitable Planning

May 21, 2025
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
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In Person

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

June 18, 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

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?

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