Breakfast Discussion on Exit Planning Strategies

San Francisco BuildingIn partnership with J.P. Morgan Private Bank, please join us as we review specific strategies that entrepreneurs in the Bay Area have employed to increase value and reduce uncertainty surrounding a future exit, with a view toward achieving professional and personal goals. At the event, we will discuss:

  • Practical advice and best practices for planning a business exit or succession to future generations      
  • Specific scenarios that have allowed private business owners to accelerate value at time of sale

These insights will provide a framework for getting organized and prepared well in advance of a potential business exit or succession.

We hope you can join us and look forward to seeing you there!

Your Workshop Instructors:

Rich Gunn, CEPA, CPA
Partner, BPM


Jasmine Menard-Lenczewski, CEPA, CPA
Manager, Advisory Services, BPM


Date and Time:
Tuesday, September 17, 2019
Welcome: 8:00 a.m.
Breakfast and Discussion: 8:30–9:30 a.m.

J.P. Morgan Client Center
560 Mission Street
Floor 23
San Francisco 94105