January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
April 5, 2018 @ 8:30 am – 10:00 am
San Diego Marriot Del Mar
11966 El Camino Real
San Diego, CA 92130
Stacy Nation

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Family Businesses:  Options for Growth, Succession, and Exit; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Joe Strazzeri, Esq.

Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business.  Learn how to navigate the tributaries and ramifications of your potential choices.