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

 


Join Chapter Email List

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

CEPA, JD, CVA, SBA, CMEA


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

 CFP, CLTC, CFBS


  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

JD


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

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