The Southern California 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 Southern California 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

Download Now:
2017 San Diego Country State of Owner Readiness Report

Thank you to our partners at BNY Mellon Wealth Management and California State University, San Marcos!


2017 Chapter Events

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Leadership Team

Southern California 


Dan Whittaker


 Whittaker & Company 
Phone: 562.596.6730

Email Dan