Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
February 28, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

February 28, 2019 – 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 has the complication of 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.