Torrance Cultural Arts Center 
Toyota Meeting Hall
3330 Civic Center Drive
Torrance, CA 90503


7:00AM – 7:45AM

Networking, Hot Breakfast, and Introductions

7:45AM – 8:30AM

Panel #1: Assess Busines Value, Attractiveness, and Readiness

Learn, Evaluate, and Discuss:

  • Your business score and marketability report (and how to use it);
  • Using business/personal assessments to spot opportunities, gaps, and issues;
  • What is and is not important;
  • How all your assets contribute to planning for exiting the business and your overall financial future; and
  • Tools that can identify your exposure to business and personal risks. 

8:35AM – 9:20AM

Panel #2: Assess Your Personal and Family Readiness

Learn, Evaluate, and Discuss:

  • How to identify and align company vision/strategies for owner and key leadership team;
  • How to chart the path for successfully defining and achieving your family’s desires and aspirations;
  • Key personal planning and business improvements that increase enterprise value; and
  • What life looks like for you and your family post-sale.

9:25AM – 9:40AM

Networking Break

9:40AM – 10:25AM

Panel #3: Assess Opportunities to Build Your Business Value

Learn, Evaluate, and Discuss:

  • How to implement business initiatives that build value, grow your business, and cause better marketability; and
  • Tools to facilitate the transfer planning process such as: audited financials and pro forma projections; benchmark valuation for comparison to the baseline valuation; legal review of contracts, corporate documents, IP, etc.; preparation for the business and legal due diligence phase; and estate, tax, and charitable planning options.

10:30AM – 11:15AM

Panel #4: Assess Your Business Exit Options

Learn, Evaluate, and Discuss:

  • Pros and cons of 10 internal & external exit strategies;
  • How to create and implement your business transition plan; and
  • Dealing with obstacles and hurdles that can derail the transition of your business. 

11:20AM – 11:35AM

Networking Break

11:40AM – 12:15AM

Discussion with Business Owners in Various Stages of Exit

This will be a facilitated and spirited discussion with business owners going through such things as considering an exit, transitioning to family and/or key team members, experiencing the loss of a love one, executing an ESOP that went south and recovered, and changing their mind during the transition process.  Get an invaluable glimpse into what business owners think and feel, and the help they really need with both preparing the business for business succession, and preparing themselves for life, post transition. 

12:15PM – 12:30PM

Take Aways