The Greater Los Angeles Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.


Chapter Purpose: The purpose of the EPI Greater Los Angeles 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.


Want to become a local EPI Chapter Member?

Chapter Membership:
$395 Annually

*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives.  Renewed annually.


2017 Chapter Events


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Receive email notifications of upcoming Greater Los Angeles Chapter events. Simply submit your contact information below and be added to the Chapter email list.

Leadership Team

Greater Los Angeles


Melisa Silverman


The Founders Group/Avenue M Advisors, Inc. (Valuation & Exit Planning Services)
Phone: 818.758.8457

Email Melisa


Mayer Nazarian

Esq., MBT

 Valensi Rose (Tax Attorney)
Phone: 310.601.7010

Email Mayer


Kathy Adams


  Frazier Financial (Insurance) 
Phone: 323.965.6318

Email Kathy


Jonathan Forster

Weinstock Manion (Estate Planning Attorney) 
Phone: 310.553.8844

Email Jonathan




Harold Winnett

SquarMilner (CPA)
Phone: 310.207.2595

Email Harold


Kevin Sierzant 

  BNY Mellon (Financial Advisor)
Phone: 310.551.7607

Email Kevin


David Herman


Diamond Capital Advisors (Investment Banking)
Phone: 310.432.8585

Email David


Baruch Littman

  Jewish Community Foundation (Charitable Donor Advised Funds)
Phone: 323.761.8709

Email Baruch


Jeffrey Weiner 

  Steptoe & Johnson (Transactional Attorney)
Phone: 213.439.9413

Email Jeffrey


Legacy Sponsor