Ingredient 5: How to Build

Your Advisory Team

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Ingredient 5: How to Build
Your Advisory Team


This presentation will review considerations for business owners in the context of assembling a team of advisors leading up to a business exit plan.  Speakers will discuss the roles of accountants, investment bankers, lenders, estate planners, life insurance providers, charitable giving advisors, and M&A attorneys.

 

Learning Objectives:

  • Assessing the needs of business owners
  • Understanding the roles of existing advisors
  • Educating clients and introducing new advisors
  • Overview of the cost of advisors

 

About the Presenters

Learn from industry experts, Andy Torosyan, Partner for HCVT, Channing D. Hamlet, Managing Director for Objective Capital Partners, Joel J. Berman, Partner for Elkins Kalt, Kathleen Adams, Financial Planner/Insurance Agent for Fraser Financial Group, and George Dulgeryan, Senior Development Officer for California Community Foundation.

Meet the Presenters

 

Thank you to our Sponsor:

 

 

 

 

 

 

 

 

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


Andy <br>Torosyan

Andy
Torosyan

Partner for

HCVT

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Channing D. Hamlet

Channing D. Hamlet

Managing Director for
Objective Capital
Partners

View Bio

Joel J. <br>Berman

Joel J.
Berman

Partner for

Elkins Kalt

View Bio

Kathleen <br>Adams

Kathleen
Adams

Financial Planner/Insurance Agent for Fraser Financial Group

View Bio

George <br>Dulgeryan

George
Dulgeryan

Senior Development Officer for California Community Foundation

View Bio