Learn What’s Behind “Pulling the Trigger”

SAN DIEGO VIRTUAL CHAPTER EVENT

Learn What’s Behind “Pulling the Trigger” and Engage Your Succession Planning Clients 80% of the Time


At some point in the natural life cycle of a closely held company, self-made entrepreneurs find themselves contemplating what’s next. For many, there’s a two-way magnet in play. Many of the conversations they’ve had already have not addressed the design of the transition itself – and the topic has been prematurely narrowed: keep versus sell. The business owner wants to do something, but no one has helped them navigate the tributaries and ramifications of their potential choices. Also, they dread the day they’ll receive a lofty list of recommendations, lacking the external leadership to implement. Join Joe and Jeff to discuss how to help business owners understand that to command stability for internal transitions, or the highest market value if they decide to sell, they must pull the trigger and engage your help to systematize the magic they’ve applied to create success up to this point

 

Learn how to help business owners engage and pull the trigger by:

  • Commanding stability for internal transitions
  • Obtaining the highest market value if they decide to sell

 

About the Presenters:

Learn from industry experts Joe Strazzeri , Counselor and Attorney for Successful Families and Business Owners and Jeffrey Kates, partner in The Founders Group, and the president & owner of JIK Consulting Inc.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPISanDiego.org.

About the Presenters


Joe Strazzeri

Joe Strazzeri

Counselor and Attorney,
Successful Families and Business Owners

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Jeffrey Kates

Jeffrey Kates

Partner in The Founders Group, and the president & owner of
JIK Consulting Inc.

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