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.
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?
Upcoming Chapter Events
Chapter
Social Event
Come and join the exit planning community to network and connect with like-minded individuals in the industry this July at The Clubhouse Grill.
Collaboration At Its Best
Part 1
This 4-part series will demonstrate collaboration at its best and explore the tools, process, and key elements for a successful transition.
Collaboration at its Best Part 2
This session will explore how a value acceleration firm and an investment banking firm worked together to help Kindred Bravely sale to TPZ Group.
Collaboration At It's Best Part 3
Part 3 is all about understanding the vast resources available to you through your fellow EPI members and sharing your own best practices in those areas.
Collaboration at it's Best Part 4
Compare and contrast both design plans based on their very different life goals, family/spouse, and belief in future company profits.
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