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


Avenue M Advisors, Inc.
Phone: 818.758.8457

Email Melisa

 

Mayer Nazarian

Esq., MBT


 Valensi Rose PLC
Phone: 310.277.8011

Email Mayer

 

Kathleen Adams

 CFP, CLTC, CFBS


 MassMutual Financial Group 
Phone: 323.965.6318

Email Kathleen

 

Jonathan Wernick

 CPA


Sherwood Partners, Inc. 
Phone: 310.845.6416

Email Jonathan

 

 

 

Jonathan Forster

Esq.


Weinstock Manion
Phone: 310.553.5165

Email Jonathan

 

David Herman

JD


Diamond Capital Advisors
Phone: 310.277.8011

Email David

 

Baruch Littman

 


  Jewish Community Foundation
Phone: 323.761.8709

Email Baruch

 

Jeffrey Sklar

Esq.


Sklar Kirsh
Phone: 310.845.6416

Email Jeffrey


Legacy Sponsor

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