EPI San Diego Chapter - Exit Planning Institute Local Platform for Advisors

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.

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Case Study: When Family Business Conflict Stalls Business Succession Planning

October 18, 2023

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M&A Deal Breakers and War Stories

November 15, 2023

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Strazzeri Mancini and Southern California Institute Holiday Open House

December 7, 2023

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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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Decentralizing the Business Owner

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

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Five Stages of Value Maturity Infographic

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

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Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they play

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SAN DIEGO CHAPTER