SCORE Workshop: Are You Ready To Exit? Succession Planning For Small Business Owners

Date and Time

Thursday Feb 22, 2018
6:00 PM - 9:00 PM PST

Thursday, February 22, 2018
6:00 p.m. - 9:00 p.m.

Location

Digital Media Center (VM Heard)
1300 S Bristol
Santa Ana, CA 92704
(Corner of Wilshire & Bristol, 2 Blocks North of Edinger)

1300 S. Bristol Santa Ana CA 92704

Fees/Admission

This is a free event.
Space is limited, reserve your spot here.

Website

For more information

Description

This workshop is to discuss the process and methods of monetizing the hard work and goodwill you have invested and built into your business. The workshop will address many of the issues you will need to know to make a smooth and successful transition, including:

• Action items prior to transfer or sale

• Various structural considerations

• Tax issues and planning

• Investment Planning for Income After the sale and beyond

Mandy Woo and Robert Corbin present this workshop.

Mandy is a Certified Financial Planner™ Practitioner and business owner herself.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting.

Registration/check-in begins at 5:30 p.m.
Walk-ins please bring a business card.