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Ready to Exit? Succession Planning for Small Business Owners
Location:Chapman University
549 W. Palm, Orange 92868
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Date & Time:August 14 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
More Info:

Planning for your future starts now. Succession planning, exit strategies and maximizing your value before retirement is worth taking time out of your busy day and will add to your peace of mind!

We invite you to attend a focused workshop 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

This workshop is presented by Mandy Woo and Robert Corbin. Mandy is a Certified Financial Planner™ Practitioner and business owner herself. She has helped professionals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 15 years. Mandy holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. She also holds General Security, Insurance, and Investment Advisor licenses.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting. He also serves on the firm’s Board of Directors. Robert focuses on business tax matters, including planning and compliance for their shareholders and families. Robert's practice includes consulting on transactional matters, mergers and acquisitions, exit planning, startups, structuring, state and local tax and wealth transfers among other needs for businesses and their shareholders.

(Registration/Check-in 5:30 to 6:00 PM)
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