About us
Exit Planning Institute (EPI) is powered by a dedicated staff, industry experts, and market leaders who are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We certify and support more than 8,000 Certified Exit Planning Advisors (CEPA®) (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future.
Upcoming events
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- $50.00
Register: Inland Empire Chapter of Exit Planning Institute State of the Union
Hidden Valley Golf Club, Hidden Valley Golf Club 10 Clubhouse Drive CA 92860, Norco, CA, USJoin the Inland Empire Chapter of Exit Planning Institute and James Jack, Head of the UBS Business Owners Segment, on Thursday, February 26, 2026 from 11:30 am - 1:30 pm PT at Hidden Valley Golf Club in Norco, CA, for an insightful look at the current environment for business sales, IPOs, and private market activity.
Drawing on UBS’s national data, surveys, and the experience of more than 20 active Investment Bankers executing business sale transactions, James will provide a comprehensive overview of what’s driving today’s business transition landscape. He’ll also share what business owners are saying about their top concerns, goals, and readiness as they navigate succession, liquidity, and legacy planning. This “state of the union” for business owners will equip advisors and exit planning professionals with timely insights and practical takeaways to help guide clients through today’s dynamic market.
Date: Thursday, February 26, 2026
Time: 11:30 am - 1:30 pm Pacific Time
Where: Hidden Valley Golf Club, 10 Clubhouse Dr, Norco, CA 92860
Cost: $50, $25 for member guests, Free for Inland Empire Chapter of Exit Planning Institute members
Attendees Must Register via : https://exit-planning-institute.org/events-detail/epi-inland-empire-february-2026-chapter-eventLearning Objectives:
- Understand the current environment for business sales, mergers, and IPO activity, and how market trends are shaping business transition strategies.
- Identify key concerns and priorities among business owners based on UBS’s proprietary data and national research.
- Apply practical insights from UBS’s Business Owners Segment and Investment Banking team to better support clients in preparing for and executing successful business transitions.
About James Jack:
James is the head of the Business Owners Client Segment, which is part of UBS’s National Sales organization. In that role, James supports UBS’s financial advisors in unlocking the capabilities and solutions of UBS for their business owner and entrepreneur clients with particular focus on exit planning. James also serves the program lead and manager for UBS’s Employee Stock Ownership Plan (ESOP) business, helping to oversee the solution offering and risk oversight while working closely with UBS’s ESOP financial advisor team.1 attendee