Exit Planning

As a member of the San Diego Chapter of the Exit Planning Institute, Corbett Capital Financial Wellness Solutions is part of a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.

Chapter Purpose: The purpose of the EPI San Diego Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.