2024 EPI SOUTHERN CALIFORNIA FALL MIXER

EPI GREATER LOS ANGELES CHAPTER

Join us for an evening of networking and insightful discussions at the Fall EPI Mixer, hosted by the Greater LA EPI Chapter. All 5 Southern California EPI Chapters are invited to mix and mingle with the other EPI members in this region and discover new opportunities to work together.

In addition, John Emerson, Vice Chairman of The Capital Group, will speak to us about the upcoming election and what business owners can expect given which candidate wins the election.

This event aims to bring together professionals from all five Southern California EPI chapters for an engaging exchange of ideas and gain valuable insights into potential shifts in policies and regulations that could impact the business landscape.

Learning Objectives:

  • Networking opportunities with professionals from the 5 Southern California EPI chapters.
  • Engaging and enlightening discussion with John Emerson on election insights for business owners.

About the Presenter:

Hear from industry expert John Emerson, Vice Chairman.

Thank you to our Sponsors

Event Location

Event Details

Date: Tuesday, October 22, 2024
Time: 4:00 pm - 7:00 pm Pacific Time
Where: Capital Group, Pavilion Level | 11100 Santa Monica Blvd 14 NW, Los Angeles, CA 90049
Cost: $50, Free for Members
EPI Hours: 3
Register Now

Who Should Attend?

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Professional Advisors

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Private Business Owners

  • Members of Family Business Boards

  • Other Business Professionals

  • Business Consultants

  • Business Owners

  • Business Owners & Their Trusted Advisors

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.

ABOUT THE PRESENTER