January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
April 4, 2019 @ 9:00 am – 10:30 am
Southern California Institute
10251 Vista Sorrento Pkwy
Ste 250
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:

The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business includes a complicated set of decisions such as whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.