San Diego

CHAPTER

The San Diego 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 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.

 

Attend an Event Meet the Leaders Join Email List

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

Upcoming Chapter Events


A Company’s Most Valuable Asset, from Inception to Exit

A Company’s Most Valuable Asset, from Inception to Exit

Attend this session to learn about Human Capitals, a company's most valuable asset.

OCT 09, 2019

Tax and Retirement Planning for Pass

Tax and Retirement Planning for Pass

Attend this session to gain the tools to assist clients in securing a significant tax advantage.

NOV 13, 2019

Holiday Mixer

Holiday Mixer

Join the EPI San Diego chapter for an evening of networking and cocktails at the holiday mixer.

DEC 11, 2019

 


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.

Subscribe to Email List

 

 

Local Leadership


 

President

President

Michael Rodman, CFP, CEPA
Best Practices of America
P: (619) 840-1222

Email Michael

1st Vice President

1st Vice President

Claire Gyben
Ranch and Coast Insurance Services
P: (619) 890-3721

Email Claire

Vice President

Vice President

Mary O. Andrews, MA, PCC
Andrews Performance Corporation
P: (858) 304-0562

Email Mary

Vice President

Vice President

Kevin Conlon, MBA
Meridian Pacific Properties
P: (760) 213-7368

Email Kevin

Vice President

Vice President

Felicia Corbett
Corbett Capital Financial Wellness Solutions
P: (619) 379-5739

Email Felicia

Vice President

Vice President

Tim Dennis
VestGroup Inc.
P: (626) 629-0045

Email Tim

Vice President

Vice President

John House, ChFC
MasterTech Financial Advisors
P: (480) 239-7940

Email John

Vice President

Vice President

Steve Kurtz
James Alpha Advisors
P: (619) 889-5111

Email Steve

Vice President

Vice President

Bryan Smyth, CFA, CPA, CExP, CVGA
Exio
P: (619) 254-4201

Email Bryan

Vice President

Vice President

Joseph Strazzeri, Esq., CEPA
Strazzeri Mancini LLP
P: (858) 200-1900

Email Joseph

Vice President

Paul Kyrimis, AAMS, CEPA
Legacy Global Strategies
P: (619) 391-9595

Email Paul

Vice President

William (Bill) Super, CPA
William Super CPAs & Consultants
P: (858) 531-7232

Email Bill