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.

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 for full details.

 Participate in the Research

Take 12-Min SOOR Survey

2018 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


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

Email Melisa


Mayer Nazarian

Esq., MBT

Phone: 310.400.0104

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


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


Heath Goldman 

  President/CEO Icon Wealth & Legacy Partners
Phone: 818.981.7184

Email Heath


Kevin Sierzant 

  BNY Mellon (Financial Advisor)
Phone: 310.551.7607

Email Kevin


Kathleen Tepley


Los Angeles Consulting Group
Phone: 310.916.9231

Email Kathleen

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