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.

 

Chapter News & Media

 

The 2017 Greater Los Angeles State of Owner Readiness Research Project

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next five to ten years. Statistics also show that only 20 to 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.  Using the State of Owner Readiness Survey and empowering live education, a team of advisors and leaders have formed an Owner Forum Council to help create action in their local market and change outcomes for middle market business owners.  Make plans to attend and educate business owners!

Visit www.LAOwnersForum.com for full details.

 
 
 

 Participate in the Research

Take 12-Min SOOR Survey

 
 

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


 CKR Law LLP
Phone: 310.400.0104

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

 

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

 

 

Kevin Sierzant 


  BNY Mellon (Financial Advisor)
Phone: 310.551.7607

Email Kevin

 

Kathleen Tepley

CAM


Los Angeles Consulting Group
Phone: 310.916.9231

Email Kathleen

 

Legacy Sponsor

 

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