In the Next 20 Years $10 Trillion Dollars of Wealth Will Transfer, the Largest Wealth Transfer in History

Share Article

One in nearly two privately held businesses will transition over the next several years. The Exit Planning Institute’s Northern California Chapter is hosting an Exit Planning Awareness Event for professional advisers to help better prepare them to serve their clients in this transfer.

We represent Exit Planning Institute International (EPI) in the Northern California market area and create an environment that will foster networking, education, and collaboration.

EPI focuses on delivering quality education to advisors who in turn work with the owners of privately held businesses on the creation of exit strategies for their business.

The Exit Planning Institute’s Northern California Chapter is hosting an exiting planning awareness event at Peninsula Golf and Country Club featuring speaker Richard Jackim, co-founder of the Exit Planning Institute (EPI) and co- author of the book “The $10 Trillion Dollar Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners”. The event will host professional advisors from top ranking local firms and will introduce the topic of exit planning and its importance.

The goal for the EPI NorCal Chapter is to create a forum where advisors, representing the multiple disciplines necessary for a successful client exit, can collaborate and educate themselves on the process of exiting planning and business succession. Through membership, the Chapter advisors can meet their peers and gain the benefits of cross-discipline discussion for the establishment of best practices, and the unique business situations they encounter with their clients. The Chapter will include opportunities to attend continuing education events, national EPI sponsored events, receive sponsored research and white papers, and develop strategic partnerships within local community.

John H. Maierhofer, Managing Member of Maierhofer Wealth Management, and Sean P. Hutchinson, Managing Partner of FortunatoHutchinson, are Certified Exit Planning Advisors (CEPA) through EPI, and are both founders of the EPI NorCal Chapter http://www.norcalepi.com.

About Maierhofer Wealth Management
Maierhofer Wealth Management, LLC of Burlingame, CA, is a boutique wealth management firm, specializing in successful exit planning. Our commitment is to cost effectively help our clients to fully realize the opportunity their wealth can provide to their family and beneficiaries. We do this by creating dynamic wealth and business exit action plans to achieve their financial goals and life aspirations, without compromise. Please visit our website at http://www.maierhoferwm.com for more information or contact us at 650.342.2262.

About Fortunato Hutchinson
FortunatoHutchinson of San Francisco, CA, is an independent boutique investment bank focused on providing financial, strategic, and transactional advice on mergers, acquisitions, restructurings, financings and capital raises to corporations, partnerships, institutions, and private equity funds. We serve a wide range of domestic and international clients looking for unconflicted advice and assistance on their most important strategic issues. Please visit our website at http://www.fortunatohutchinson.com for more information or contact us at 415.616.0702.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

John Maierhofer

John Maierhofer
Follow us on