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DTSTART:20180622T010000Z
DTEND:20180622T040000Z
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SUMMARY:Ready to Exit? Succession Planning for Small Business Owners
DESCRIPTION:Planning for your exit starts now.  This workshop will discuss the process\, methods of monetizing your sweat equity and good will you have built and invested over the years. \n\n \n\nThe workshop will address the issues you need to know to make a successful transition including:\n\n \n\n* Action items prior the sale or transition\n\n* Assets vs. Stock sales\; Business Broker vs. Investment Banker\n\n* ESOP (Employee Stock Ownership Plan )\n\n* Tax\, Legal and Financial issues and planning\n\n* Due Diligence\n\n* Investment planning for Income after the sale \n\n \n\nRobert Corbin\, CPA\, MST\, CM&AA and Mandy Woo\, CFP  \, MST present this workshop. Robert is a senior Partner with the Windes. and has over 23-year experience in public accounting. Robert is specialized in business tax planning\, business transactional matters like mergers and acquisitions\, exit planning\, startups\, structuring\, and SALT. \n\n \n\nMandy Woo\, is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs\, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.
X-ALT-DESC;FMTTYPE=text/html:Planning for your exit starts now.&nbsp\; This workshop will discuss the process\, methods of monetizing your sweat equity and good will you have built and invested over the years.&nbsp\;<br />\n&nbsp\;<br />\nThe workshop will address the issues you need to know to make a successful transition including:<br />\n&nbsp\;<br />\n* Action items prior the sale or transition<br />\n* Assets vs. Stock sales\; Business Broker vs. Investment Banker<br />\n* ESOP (Employee Stock Ownership Plan )<br />\n* Tax\, Legal and Financial issues and planning<br />\n* Due Diligence<br />\n* Investment planning for Income after the sale&nbsp\;<br />\n&nbsp\;<br />\nRobert Corbin\, CPA\, MST\, CM&amp\;AA and Mandy Woo\, CFP &reg\;\, MST&nbsp\;present this workshop. Robert is a senior Partner with the Windes. and has over 23-year experience in public accounting. Robert is specialized in business tax planning\, business transactional matters like mergers and acquisitions\, exit planning\, startups\, structuring\, and SALT.&nbsp\;<br />\n&nbsp\;<br />\nMandy Woo\, is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs\, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.&nbsp\;
LOCATION:Clifton C. Miller Community Center (VM Curtis) 300 Centennial Way Tustin\, CA 92780
UID:e.887.22491
SEQUENCE:3
DTSTAMP:20260422T064658Z
URL:https://nocchamber-gzcms.preview.gochambermaster.com/events/details/ready-to-exit-succession-planning-for-small-business-owners-22491
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