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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Receive email notifications of upcoming Southern California Chapter events. Simply submit your contact information below and be added to the Chapter email list.

 


Leadership Team

Southern California 

 

president

Dan Whittaker

 CPA, CEPA


 Whittaker & Company 
Phone: 562.596.6730

Email Dan

first vice president

Jill Zozula

 


Whittaker & Company
Phone: 562.596.6730

Email Jill