Collaboration At It’s Best Part 4:

Financial, Legal, and Tax – 2 Partners, 2 Designs


Collaboration At It's Best Part 4: Financial, Legal, and Tax - 2 Partners, 2 Designs

Join the collaborative exit planning team of this actual recent case where 2 partners sold their business for $130 million. The advisory team will share the triggering event, case facts, collaborative challenges/successes, and each partner’s business succession plan. Compare and contrast both design plans based on their very different life goals, family/spouse, and belief in future company profits.

Learning Objectives:

  • Business Succession discover – from two partner perspectives
  • Estate and tax planning strategies – for each partner’s family current and future lifestyle needs/goals
  • Exit planning advisory team roles, hiccups, and collaborative process

Meet the Presenters:

Learn from industry experts Joe Strazzeri, Esq., Matt Hansen, and Additional Advisory Team Members. 

Meet the Presenters


Thank you to our Sponsors:


This meeting will be held at the Southern California Institute.

Location: 6256 Greenwich Drive, Suite 250, San Diego, CA 92122.


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 exploring our full chapter network.

About the Presenters


Joe Strazzeri, Esq.
Matt Hansen