Conversations with Business Owners – Insights from a Client’s Exit Planning Discovery Process

GREATER LOS ANGELES CHAPTER EVENT

Conversations with Business Owners - Insights from a Client's Exit Planning Discovery Process


Join us as we have a conversation with two business owners & partners about their discovery process as they began their exit planning journey.  A strong discovery process sets the stage for business owners to move past their initial fears and limitations to progress around transitioning. The discovery process will reveal opportunities and gaps both personally and in the business that, if remediated, will add considerable market value and will provide options and clarity on how to proceed to a successful exit for all stakeholders.

  • Overview of charitable planning vehicles
  • Considerations when gifting business interests
  • Tax benefits of gifting business interests

Learning Objectives:

  • Understanding a business owner’s state of mind at the outset of their journey
  • Understanding a Company’s value at the outset and how it compares to what owner’s think the value of the business is
  • A strong discovery process brings into focus key value drivers and initiatives to prepare the owners for exit
  • A strong discovery process can result in tactical improvements to day-to-day operations and profitability

About the Presenters:

Learn from industry experts, Lloyd Biggs, Owner of Budget Blinds of North County San Diego, Adam Berryman, Owner of Budget Blinds of North County San Diego, Jeffrey Kates, MBA, CEPA, Partner at The Founders Group, and Melisa Silverman, Partner, The Founders Group, President, Avenue M Advisors, Inc..

Meet the Presenters

Thank you to our Sponsors!

This meeting will be held in-person at The Capital Group or virtually through Zoom.

Address: 11100 Santa Monica Blvd 14 NW, Los Angeles, CA 90025

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.EPILosAngeles.org.

About the Presenters


Lloyd Biggs

Lloyd Biggs

Owner of Budget Blinds of North County San Diego

View Bio

Adam Berryman

Adam Berryman

Owner of Budget Blinds of North County San Diego

View Bio

Jeffrey Kates, MBA, CEPA

Jeffrey Kates, MBA, CEPA

Partner at The Founders Group

Meet Jeffrey

Melisa Silverman

Melisa Silverman

Partner, The Founders Group, President, Avenue M Advisors, Inc.

Meet Melisa