The Exit Planning Institute: Conejo Valley Chapter

Earlier today, the Exit Planning Institute Conejo Valley Chapter hosted an exciting chapter meeting, Exit Planning Showdown: Trivia for the Top Guns. It was a thrilling success with Esther Hopkins, Mike Rudow, MBA, CFP®, AIF®, CEPA®, David McBride, and James D. Reynolds leading the charge! This interactive, Jeopardy-style trivia session challenged participants with tough questions drawn from Chris Snyder's book, Walking To Destiny, LA Owner Readiness market data, chapter member insights, and core exit planning strategies. Attendees teamed up, strategized their answers, and competed to see who would emerge as the ultimate exit planning Top Gun! Don't miss our next meeting on September 18th! Barry Fay and Mike Abercrombie will be presenting another engaging session. Mark your calendars and click here to register: https://lnkd.in/gN8zwxzw Joe Seetoo, CFA®, CFP®, CEPA®

Calling all exit planning sharpshooters! Put your knowledge to the test in the "Exit Planning Showdown: Trivia for Top Guns." This Jeopardy-style competition throws challenging questions your way, drawing from Chris Snyder's book, Walking To Destiny, LA Owner Readiness market data, chapter member insights, and core exit planning strategies. Team up with fellow professionals, strategize your answers, and see who emerges victorious as the ultimate exit planning Top Gun!    Learning Objectives: - Increase awareness of key exit planning concepts: By incorporating questions based on Walking To Destiny, LA Owner Readiness market data, chapter member insights, and core exit planning strategies, attendees will be exposed to a range of important topics related to business succession planning.  - Enhance understanding of the local exit planning landscape: Questions leveraging data from the LA Owner Readiness Survey will help attendees gain insights into the specific challenges and opportunities faced by business owners in the Los Angeles area when it comes to exiting their businesses.  - Promote collaboration and knowledge sharing: The team-based format with rotating topics will encourage participants to work together, discuss different exit planning approaches, and share their expertise within their teams Date: Wednesday, July 17, 2024 Time: 11:00 am - 1:00 pm Pacific Time Where: 32037 Agoura Road, Westlake Village, CA 91361 Cost: Free for members, $100 for Guests Register Here: https://lnkd.in/gXiXzmHq

What an amazing time we had at the Summer Social of the EPI Conejo Valley chapter last Thursday, June 20th! The evening was a perfect blend of networking, knowledge sharing, and fun. It was wonderful to see so many familiar faces and meet new ones. The conversations were enlightening, the connections were valuable, and the energy was contagious. A heartfelt thank you to everyone who joined us and contributed to the event's success. Your presence and participation truly made it memorable. It's events like these that strengthen our community and propel us forward. Let's keep this momentum going. See you at our next chapter meeting, where we'll continue to learn, grow, and support each other!

Join us for a laid-back and enjoyable evening at the EPI Conejo Valley Summer Social on June 20, 2024! This event is the perfect opportunity to network, connect, and meet more members from the EPI Conejo Valley Chapter in a relaxed and friendly atmosphere. We’ll be providing a variety of beverages, including beer and wine, along with an assortment of delicious heavy appetizers to keep the conversations flowing. 🗓️ Date: June 20, 2024 🕔 Time: 5:00 pm - 7:00 pm Pacific Time Whether you’re looking to expand your professional network, catch up with colleagues, or simply enjoy a summer evening with like-minded professionals, this is the event for you. Don’t miss out on this fantastic opportunity to strengthen connections within our community. Register here: https://lnkd.in/emYS8jpm

Yesterday's meeting of The Exit Planning Institute: Conejo Valley Chapter was truly outstanding. The panel, expertly led by Mike Rudow, MBA, CFP®, AIF®, CEPA®, Partner at Morton Wealth, featured Rose Sorensen, Partner at Snell & Wilmer, and Artin Sedighan, President and Managing Director at Cappello Group, Inc. Their insightful case study emphasized the critical role of exit planning and the importance of having a skilled team to facilitate a seamless transition. Huge thanks to our chapter president, Joe Seetoo, CFA®, CFP®, CEPA®, for ensuring the content was exceptional, and to Kathleen Tepley for ensuring the event ran smoothly. You are amazing! Join us for next month's Summer Social on June 20th. We will gather and network and have fun! Click here to register: https://lnkd.in/emYS8jpm

Let's give a resounding round of applause to Joe Seetoo, CFA®, CFP®, CEPA®, President of The Exit Planning Institute: Conejo Valley Chapter, for earning the title of Thought Leader of the Year! Joe's unwavering dedication to innovation and collaboration within the exit planning community has truly been exemplary. His leadership has not only led to pioneering projects but has also fostered a culture of excellence and empowerment. We are also extending a heartfelt thank you to Joe's esteemed colleagues at Morton Wealth, mentors, and friends who've been pillars of strength throughout his journey. Again, congratulations to Joe! We are incredibly proud of this recognition. Continue pushing boundaries and shaping the future of exit planning!

Join us for another knowledge-filled session on our May Chapter Meeting. The "EPIC" case study serves the purpose of providing attendees with a tangible, hands-on experience of navigating diverse scenarios and collaborating within teams. Through this practical exercise, attendees gain valuable insights and teamwork skills that enhance their understanding of real-world dynamics. Learning Objectives: - How to approach an owner to begin an exit planning conversation - How to introduce/communicate the importance of having a strong CEPA advisory team to an owner - How/when to bring in different exit planning advisors to the table Register here: https://lnkd.in/ggtDyrNY

Last week's Exit Planning Institute gathering was huge success with 45 eager participants! Brent Reinke from Stradling and Elizabeth Anderson, CEPA from Whittier Trust Company, spearheaded an engaging discussion on the essential steps for business owners eyeing a transition. Attendees recognized the challenge of balancing day-to-day operations with transition preparation, acknowledging the unique obstacles that arise when passing the torch of a business created from scratch. Financial stability emerged as a prominent concern, with navigating fluctuating interest rates and aligning seller and buyer expectations on valuation proving to be significant hurdles in today's economic climate. Don't forget to mark May 15th on your calendar! Mike Rudow, MBA, CFP®, AIF®, CEPA®, will be leading an immersive case study session at our upcoming Exit Planning chapter meetup. Click here to register: https://lnkd.in/gkrS86kS

Join us for an exclusive event, "The Art of Pre-Sale Planning - Strategies For Maximizing Your Financial Objectives When Selling a Business." Timely pre-sale planning can make a significant impact on your financial outcomes. Our expert panel will delve into real-life exit scenarios, dissecting the strategies that made the greatest difference for the owners involved. Through technical expertise and strategic insights, we aim to equip you with the knowledge to navigate your exit successfully. Expect dynamic discussions, engaging audience participation, and invaluable lessons. Hear from industry experts, Peter Zarifes, Managing Director & Director of Wealth MAnagement, Whittier Trust Company, Robert Renken, Executive Vice President & General Counsel, Whittier Trust Company, and Elizabeth Anderson, CEPA Vice President, Advisory Services, Whittier Trust Company. Date: Wednesday, April 17, 2024 Time: 11:00 am - 1:00 PM Pacific Time Where: The Vintage Room at Westlake Village Inn | 32037 Agoura Road, Westlake Village, CA 91361 Cost: $100 Non-members, Free for Members Secure your spot here! https://lnkd.in/gtVxWpfh

A huge thank you goes out to all who attended the EPI Conejo Valley Chapter Meeting themed "Fractionalized CFO's and Exit Planning" on March 20th. Attendees left with invaluable insights that are set to revolutionize their approach to financial management and business transitions. These newfound perspectives promise to enhance their strategies for investments, creating a harmonious alignment with their long-term financial goals and entrepreneurial aspirations. This chapter meeting would not be possible if not for the amazing presenters, Randy Miller, Brian Compton, and Jeffrey Knakal. Your expertise left an indelible mark on our collective knowledge. Our next chapter meeting is on April 17, 2024, "The Art of Pre-Sale Planning - Strategies for maximizing your financial objectives when selling a business." Reserve your seat here: https://lnkd.in/gVtBbj5A Joe Seetoo, CFA®, CFP®, CEPA®