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.
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*Chapter membership includes all chapter event registrations
and access to EPI Content Library & Archives. Renewed annually.
2017 Chapter Events
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Greater Los Angeles
CEPA, JD, CVA, SBA, CMEA
The Founders Group/Avenue M Advisors, Inc. (Valuation & Exit Planning Services)
BNY Mellon (Financial Advisor)
Jewish Community Foundation (Charitable Donor Advised Funds)