The sessions are scheduled on the 2nd Wednesday of the month from 2:30 – 4:30pm.

All meetings are live and will be held at:

OUR NEW LOCATION:

Lomas Santa Fe Country Club
1505 Lomas Santa Fe Drive
Solana Beach, CA 92075

DATES AND TOPICS:

January 14th from 2:30 to 4:00
Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits with Local Leadership Team

The stats tell us that more than 50% of exits are not voluntary. They happen for many reasons, but they are most often due to one of the 5 D’s: death, disability, divorce, distress, and disagreements. And while we as exit planning advisors will certainly keep trying to educate on the importance of planning early, chances are strong that at some point we are going to need to help repair the damage – either regarding the business and deal structure or the personal and financial aftermath.

The chapter leadership team will share case studies of situations where clients were either facing an emergency exit or already exited due to one of the 5 D’s. Learn how you can help in the areas of unsolicited offers, turnaround, deal structures, partner buy-outs, family/leadership counseling, immediate financial and legal obligations, and more.

Learning Objectives:

• How to help business owners who are facing a sudden need to transition out of their business.
• Potential ways to help the business, team, and family after an unexpected exit has occurred.
• Tips for evaluating an unsolicited offer.
• Language and tools to help owners prioritize the importance of planning early.

February 11th from 2:30 to 4:30pm
AI Proof Your Practice with Advanced Counseling and Planning Tools with Brad Barros and Joe Strazzeri

The $30M line in the sand: Below it, AI is replacing legal/financial/tax/business planners. Above it, you’re either irreplaceable or obsolete. Understand why advisors are losing clients under $30M to AI software (and the leaked roadmaps show it’s only getting worse), and the five critical things you need to learn today to protect your practice.

Learning Objectives:

• Recognize the AI Displacement Timeline – Assess your vulnerability to AI competition
• Why traditional exit planning systematically fails at 8-figure+ wealth levels – why AI can’t fix it – and how you can capitalize on this gap
• Position Yourself as AI-Proof through Advanced Counseling and Planning Tools
• Implement Advanced strategies such as PPLI – understand what works, what doesn’t, and how to safely maximize opportunities.

March 11th from 2:30 to 4:30pm
SPEED DATING: ALWAYS KNOW WHO TO CALL!

Great collaborative advisors realize they can’t do it all, but they always know who to call! Join your fellow members for this fast-paced method to learn more about each other, while practicing your conversations with business owners. Get to know each other on a new level.

LEARNING OBJECTIVES:

• Learn from and get to know fellow EPI members and the expertise they bring to the table.
• Access collaborative resources to help your business owner clients
• Build relationships and share your own best practices

April 8th from 2:30 to 4:30pm
Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes with Jeff Kim and Stephanie Gilezan

Planning for UHNW families requires a coordinated team of core advisors and specialized subject-matter experts—real estate among them. In addition to their operating businesses and investment portfolios, these families often hold complex real estate assets, ranging from income-producing rental properties and multifamily developments to commercial land and long-term development opportunities.

When a family begins planning for a business exit, the real estate component becomes both a challenge and an opportunity. The portfolio must be analyzed not only for its current performance but also for how it can support the family’s post-sale strategy, tax efficiency, and long-term legacy goals.

A smarter exit involves aligning the timing, structure, and utilization of real estate assets with the broader liquidity event. By doing so, families can unlock hidden value, reduce transactional friction, and position their holdings for generational wealth preservation.

Learning Objectives:
Real estate experts Jeff and Stephanie will review a few case studies and solutions for a variety of potential scenarios:

• When real estate was neglected in a sale
• When real estate was worth more than the business itself
• When real estate was sold separately from the business
• When real estate was included in the sale of the business
• When the business was sold, but the owner kept the real estate and leased it to the new owner.

May 13th from 2:30 to 4:30pm
The Real Meaning Behind a Valuation – Advice Through Knowledge with Jeff Kates

The vast majority of valuations simply set a range of value based on information provided by clients that may or may not be accurate. They do not go deep enough to understand the drivers of a business, yet alone to be utilized as a business advice tool. Join Jeff as he explores the components of a quality valuation that can then be used to give advice to an owner on how to run and grow their business for the one true goal of increasing value and profit.

Learning Objectives:

• Analyzing financial trends over the previous 3 years to determine areas to dive into further.
• Obtaining a much deeper understanding on the line items in the financials as they relate to operations– revenues, cost of sales, and expenses
• Operational issues and opportunities such as customer concentration, owner reliance, supply chain and vendor issues, cash flow, etc.
• The creation and use of accurate projections to maximize value
• Understanding IP and how it can affect the business multiple

June 10th from 2:30 to 4:30pm
AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS with the Chapter Leadership Team and Their Clients

A take on our normally virtual “Perspectives Series: Entrepreneurs Revealed,” this live, in-person conversation will provide powerful insights from two to three owners who have had a successful exit, tried and failed, or are in the process. Join us for a frank conversation including why they exited (or are considering it), how they chose their advisory team, how they decided between internal versus external options, what they did (or didn’t do) to prepare, and what they wish they would have known then that they know now.

LEARNING OBJECTIVES:
Gain powerful insights from exited owners themselves regarding:

• Why their first exit deal failed
• How they choose their advisors
• Why they completed internal versus external transitions
• How much preparation they did for their transition
• What they wish they would have known

Please check the box(es) of the date(s) you will attend our EPI San Diego County Chapter Meetings. Provide the requested information and click the button at the bottom to register.

Additionally, you will receive an email reminder one day and one hour before the registered session(s).  

To be featured in our next directory, stay active by attending at least three chapter meetings per semester. Questions? Contact us at [email protected]