Transitioning Your Business: How Proper Planning Impacts Your Life


Transitioning Your Business: How Proper Planning Impacts Your Life

The panel will discuss various wealth management issues (taxes, cashflow planning, legacy, risk, capital markets, intergenerational planning) that affect business owners as they transition from active ownership to stewarding the family wealth.

Learning Objectives:

  1. Pursuits and Passions: Leveraging Values/Goals based approach to wealth management in helping to redefine your identity after a succession event.
  2. Benefits of pre-liquidity planning and the pitfalls if neglected.
  3. Discuss specific action items owners should consider in preparation of a succession event.
  4. Current market environment and how it impacts an owner’s financial plan.

About the Presenters:

Learn from industry experts Dennis Clapp, CFP®, Elizabeth Anderson, CEPA®, Joe Seetoo, CFA®, CFP®, CEPA®, and Robert C. Kulle Jr. as Moderator. 

Thank You to Our Sponsors:


SingerLewak Announces Expansion into South San Francisco, CA with the Combination of Middle Market Accounting and Consulting Firm Good & Fowler, LLP

This meeting will be held at The Stonehaus, Tasting Room.

Address: 32039 Agoura Road, Westlake Village, CA 91361


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 Presenters

Dennis Clapp, <br> CFP®
Elizabeth Anderson, CEPA®
Joe Seetoo, CFA®, CFP®, CEPA®
Robert C. <br> Kulle Jr.