Exit Planning Institute
San Diego and Orange County Chapters

Both the San Diego and Orange County EPI chapters consist of a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.

The purpose of the Chapters 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.

Monthly Meetings

Powered by SCI, the San Diego and Orange County Exit Planning Institute chapters meet monthly for networking and education around exit and transition planning topics.

Click here to register for the EPI Orange County meetings
Click here to register for the San Diego meetings