Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
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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.

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UPCOMING CHAPTER EVENTS

Strazzeri Mancini and Southern California Institute Holiday Open House
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Strazzeri Mancini and Southern California Institute Holiday Open House

December 7, 2023
The Business Conundrum: Advanced Planning for 2024/2025
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The Business Conundrum: Advanced Planning for 2024/2025

January 17, 2024
Advanced Planning Strategies for Business Owners with Blended Families
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Advanced Planning Strategies for Business Owners with Blended Families

February 21, 2024
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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.

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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?

Download The 2017 San Diego Report

CHAPTER RESOURCES

Decentralizing the Business Owner
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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
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Five Stages of Value Maturity Infographic

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

Who Has a Seat at the Table Infographic
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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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THANK YOU TO OUR SPONSORS

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

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