EPI Welcomes the Newest Chapter: San Diego

A new month, a new chapter!

On December 6, our community welcomed the newest chapter to the network: San Diego!  With advisors from across San Diego County in attendance, the EPI Chapter Launch was an incredible event for motivation and connection.  The members of the San Diego chapter (and all chapters throughout the globe) will look to clarify and simplify the exit planning process and accessibility in their local market, as well as drive best practices in the advisor teams that serve the business owner community.  To note, Southern California officially has established three EPI Chapters to serve their diverse communities’ needs located in Orange County, San Diego, and Los Angeles.

Successful business owners spend every minute of their days building their businesses, competing for market share, putting out fires, and developing their employees. Most have never heard of exit planning and those that have often find the concept to be counter-intuitive,” said Mike Rodman, CFP®, CEPA, EPI San Diego Chapter President and Founder of Best Practices of America, “I believe that our world-class Board can introduce a process, a set of standards, and even a new way of thinking to business owners and their advisors that will increase their profitability and, therefore, the overall value of their companies. Exit Planning is very good for your business, whether you choose to exit now or later.



The launch of this chapter is a great complement to the tremendous efforts to educate and inform the local market that have been ongoing in San Diego for the past two years, including the release of one of the first regional market studies: 2017 San Diego County State of Owner Readiness [download report], championed by BNY Mellon Wealth Management’s David Noosinow, CEPA, and the University of California, San Marcos.  This study has swept media outlets nationwide and San Diego continues to lead that pack.  With the introduction of this new chapter, there is the platform to collaborate and join in the efforts that are truly changing business owner outcomes and the spreading exit planning awareness.




Thank you to the EPI Chapter President, Mike Rodman, CFP®, CEPA of Best Practices of America, and alongside the San Diego leaders and firms that made this incredible launch event possible (see the full list on Chapter webpage).  Meet the leaders and attend an upcoming meeting by visiting the San Diego webpage.


Interested in finding or launching a chapter in your area?  Reach out to Josh Koza, EPI Client Experience Manager, and make plans to advance exit planning in your community.



About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

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