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
Thank you to our partners at BNY Mellon Wealth Management and California State University, San Marcos!
*In observance of your summer scheduling demands, EPI Southern California Chapter will not hold meetings in July 2017 and will resume our meeting schedule on August 3.