Business Owners Discussion Panel:
“What I Learned from the Sale of My Business”


Business Owners Discussion Panel: "What I Learned from the Sale of My Business"

Experience is the best teacher.

And this month, the EPI San Diego Chapter invites you to learn from the best.  This session showcases a panel of exit-experienced entrepreneurs to share their post-transition insights, perspectives, and lessons-learned with the advisory community.

This exclusive panel discussion will share what was learned, what would’ve been done differently, and the ultimate outcome of selling a business from the owner’s perspective.


Learning Objectives:

After attending this session, attendees will:

    • Understand the Do’s and Don’ts of selling a business
    • Hear the unique perspective of the Owner on the sale of a business
    • Compare exit option pros and cons from the seller perspective



Featuring a Panel of Local Business Owners:

Our panelists include Deanne Moore of Baja Designs, among others, and will be moderated by the EPI San Diego Leadership team.

Meet the Panelists



This meeting will be held at Corporate Alliance.

Venue Address: Corporate Alliance: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Panelists

Deanne Moore

Deanne Moore

CEO, Baja Designs

View Bio

Additional panelists to be announced in the coming weeks. Don’t miss this opportunity to learn from experienced owners. Register now.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

PENDING: One (1) CFP® credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at