Build a business you could run forever but also be able to sell tomorrow… Maybe the best advice for any business owner for the creation of sustainable businesses with the foundations enabling them to take advantage of exit opportunities if and when they present themselves.

Designed specifically for business owners, this workshop will offer strategic advice and concrete steps to enhance your company’s value and determine a long-term financial plan, including:

• Understanding the different stages of Value Acceleration as a business strategy
• What you can do to prepare for an ownership transition and increase the equity value of your business
• Key tax planning strategies to undertake ahead of your transaction
• How to integrate your personal goals and estate planning strategies to ensure you have enough money to meet your long-term planning needs

These insights will be shared against the backdrop of the current capital markets environment and the potential impact on your long-term financial security.

Your Workshop Instructors:

Rich Gunn, CEPA, CPA
Partner, BPM
415-288-6218
RGunn@bpmcpa.com

Jasmine Menard-Lenczewski, CEPA, CPA
Manager, Advisory Services, BPM
415-288-6205
jmenard@bpmcpa.com

Christopher J. Clarkson, CFA
Director, Wealth Strategies Group, Bernstein
 

Date and Time:
Tuesday, October 1, 2019
Registration & Breakfast: 7:30–8:00 a.m.
Workshop: 8:00–10:00 a.m.
Networking: 10:00–10:30 a.m.

Location:
555 California Street, Suite 4400
San Francisco, CA 94104