Our mission focuses on assisting professionals to grow their practices, build their confidence, enhance their credibility, and solidify their relationships.
Joined June 2011
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Thinking about selling or transitioning your business in the next few years?
Join Shelley Lightfoot and Garrett D'Alessandro for a discussion on the "5 Limitations to Progress in Exit Planning" by registering here: hubs.ly/Q04khhJ60
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Jun 11
We want to give a big thank you to all who attended this week's EPI San Diego and Orange County Chapter events! See all the events we have planned for the future by clicking here: tinyurl.com/2prz4ptp
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Jun 10
Many advisors recognize the value of exit planning but struggle to integrate it into their existing practice without disrupting their current business. View this webinar to learn more 👉 tinyurl.com/43c36aez
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Make sure to save your spot for the 2026 DriveValue Growth and Impact Week coming this June! Learn more about this year's event at tinyurl.com/2n8hhjpe
#ValueDrivers #Networking #EstatePlanning #BusinessOwners
Every business transition comes with lessons learned along the way.
Join us for a live conversation with business owners who have experienced successful exits, failed transactions, and second chances:
EPI SD: tinyurl.com/4sm6tswr
EPI OC: tinyurl.com/yc3375zx
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We want to give a big thanks to Shelley and Kari for speaking at this week's Thursday Insights event! See all the events we have planned for the future by clicking here: tinyurl.com/2prz4ptp
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Even the most sophisticated plans can falter during a medical crisis.
This webinar explores how Patient Advocacy helps advisors bring clarity, structure, and better outcomes to healthcare-related decisions. Access it here: tinyurl.com/yk3t87yz
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If you spend your time working with business owners, you know how valuable it is to exchange ideas with others in the field.
And the EPI Chapter meetings are built for exactly that. Join us this year by scanning the QR codes below:
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Join us for this week's Thursday Insights event - Hone Your Counseling Skills to Maximize Your ROE² with Kari and Shelley! Register by clicking here 👉 tinyurl.com/3c33emzj
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May 28
We would like to give a huge thank you to Melisa for speaking at this week's Thursday Insights event! See all the events we have planned for the future by clicking here: tinyurl.com/2prz4ptp
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May 27
In today’s exit-driven market, talent strategy is no longer a back-office function, it's a valuation lever. As businesses prepare for transition, leadership often determines deal momentum and enterprise value. Learn more by watching this webinar: tinyurl.com/463ncas2
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May 26
Whether a business owner is preparing for growth or thinking ahead to succession, understanding the true value of the business can open the door to better decisions and more opportunities.
Join us at this week's Thursday Insights event to learn more! tinyurl.com/3c33emzj
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May 25
On this Memorial Day, we pause to remember and reflect on those who made the ultimate sacrifice for our nation.
With gratitude and respect, we honor their service today and always.
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May 21
Thank you to Steve for his presentation at this week's Thursday Insights event! Want to see all of our upcoming events? Click here: tinyurl.com/2prz4ptp
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May 20
We are excited to share the 2026 EPI San Francisco Directory!
Take a look at the professionals and organizations contributing to thoughtful conversations and meaningful work across the exit planning community:
flipsnack.com/caretoknow/202…
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May 19
Save the date for the Wealth Strategies Co-Counsel program this August!
This 1.5-day program is designed for attorneys looking to deepen their role in advanced planning and better serve owners through a more integrated approach. More details available 👉 tinyurl.com/48heehds
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May 18
Sign up to join us at this week's Thursday Insights event with Steve Mancini, Esq. Register by clicking here 👉 tinyurl.com/3c33emzj
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May 14
We are excited to share the 2026 EPI San Diego Directory.
Take a look at the advisors and firms contributing to thoughtful conversations and meaningful work across the exit planning community.
Explore the directory: tinyurl.com/mw957599
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May 13
No matter how tirelessly business owners and professional advisors work to build something valuable, today’s Cancel Culture can wreak havoc on their hard-earned reputation in as little as one Instagram post. Learn from a Crisis PR expert in this webinar! tinyurl.com/yyw9vv4n
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May 12
It is always great to see teams step away from the day to day and spend time connecting outside the office.
The Strazzeri Mancini LLP team recently enjoyed an evening of virtual reality games, friendly competition, and plenty of laughs together.
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