San Diego

CHAPTER

*FACE TO FACE MEETINGS SUSPENDED UNTIL AUGUST 1ST*

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 Virtual Chapter Events


Nevada Trusts for Business Owners

Nevada Trusts for Business Owners

The EPI Orange County Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter.

JUN 17, 2020

Small Business Loans – Where Are We Now

Small Business Loans – Where Are We Now

Join us for insights on where we are now and the lessons we need to take into the future with small business loans.

JUL 15, 2020

Utilizing Wyoming LLCs & Trusts for Better Asset Protection

Utilizing Wyoming LLCs & Trusts for Better Asset Protection

Join us for a discussion on why Wyoming may be a better choice for protecting your clients’ assets and how its laws vary from other states.

AUG 19, 2020

Third Party Sales and the M&A Process

Third Party Sales and the M&A Process

Join us for a discussion on how investment bankers, together with the deal team conduct the sale of the business to generate the best results.

SEP 16, 2020

A Renewed Sense of Comfort for Families/Stakeholders

A Renewed Sense of Comfort for Families/Stakeholders

Join Joe and Carmen as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.

OCT 21, 2020

Buy Sell Agreement Disasters

Buy Sell Agreement Disasters

Learn from Freddy and Joseph the myriad of options and lessons learned from litigation at the back end.

NOV 18, 2020

Upcoming Chapter Events


 


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Local Leadership


 

President

President

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

Email Joseph

Secretary

Secretary

Shelley Lightfoot, CEPA
The Founders Group
P: (858) 200-1911

Email Shelley

General

General

Jenifer Ackley
Newfront Insurance
P: (415) 754-3635

Email Jenifer

General

General

Greg Banner, CFP, CLU, CRTP
Asset Preservation Strategies
P: (858) 455-1825

Email Greg

General

General

Kevin Conlon, MBA
Meridian Pacific Properties

P: (760) 213-7368

Email Kevin

General

General

Michael Crawford
EnTrust Wealth Advisors, LLC

P: (858) 257-4646

Email Michael

General

General

Steve DeMatteo
Torrey Pines Wealth Management - UBS Financial Services
P: (858) 947-7094

Email Steve

General

General

Trey Fairman
Waypoint Retirement Advisors

P: (619) 993-0013

Email Trey

General

General

Windus Fernandez
Trilogy Financial Services
P: (858) 314-5169

Email Windus

General

General

Matt Hansen
UBS
P: (858) 264-6580

Email Matt

General

General

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

Email John

General

General

Mike Kim
Objective Capital Partners
P: (858) 264-6580

Email Mike

General

General

Tom Krumenacker
UBS
P: (619) 557-4787

Email Tom

General

General

Chris Kurdziel
UBS
P: (858) 551-9413

Email Chris

General

General

Eric Landis
M&A Business Advisors
P: (949) 307-7950

Email Eric

General

General

Tim McDonald, M&AMI, CEPA, ASA
Protelum Advisors
P: (909) 894-0090

Email Tim

General

General

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

Email Michael

General

General

Keith Troutman
Squar Milner
P: (858) 320-8974

Email Keith

General

General

Maureen Verduyn
The Financial Team
P: (760) 448-2882

Email Maureen

General

General

Barry Waxler
Universal Financial Consultants Corp
P: (619) 295-5920

Email Barry

General

General

Sal Capizzi
Dunham & Associates
P: (858) 964-0500

General

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

Email Paul