The Perspective Series: Entrepreneurs Revealed (Business Owner Panel Discussion)


The Perspective Series: Entrepreneurs Revealed (Business Owner Panel Discussion)

Gain perspective from the Entrepreneurs themselves regarding their business succession planning.  EPI OC Chapter board members will have a frank conversation with their clients in various stages of transition, including how they chose their advisory team, how they decided between internal versus external options, what they did to prepare, and what they wish they would have known then that they know now.  

Learning Objectives:

Gain powerful insights from exited owners themselves regarding:

  • How they choose their advisors
  • Why they completed internal versus external transitions
  • How much preparation they did for their transition
  • What they wish they would have known

About the Presenters:

This session will be led by EPI OC Board Members.

Thank you to our Sponsors!


This meeting will be held at Maggiano’s South Coast.

Address: 3333 Bristol St, Costa Mesa, CA 92626


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting