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 Virtual Chapter Events
2020 BUSINESS SUCCESSION PLANNING CASE STUDY
Join Joe and Steve as they share the details of a real 2020 case.
The Math of an ESOP – A Tool To Determine Feasibility
Innovative uses of equity, including ESOPs and other forms of broad-based employee ownership
Tools to Add Exit Planning to Your Practice
By the end of this meeting you will understand the key elements from the Five Transition Goals to help clients and generate revenue.
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Local Leadership
General
Steve DeMatteo
Torrey Pines Wealth Management - UBS Financial Services
P: (858) 947-7094
General
Sal Capizzi
Dunham & Associates
P: (858) 964-0500