Friday, May 29, 2020 from 9:30 AM to 1:00 PM PDT
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Live video conference 
Santa Clara, CA 95054

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SCORE Silicon Valley 

Simple Steps for Exiting Your Business - Video class - 05/29/2020 - C0405 


Simple Steps for Exiting Your Business 

The statistics on businesses surviving through multiple generations are staggering. Just making it through the second generation is a milestone event for a business. Making it through the third generation is rare and making it to the fourth generation is almost unheard of. The good news is business owners can buck these trends with proper planning. This 3-part series workshop, developed by MassMutual and SCORE, will help you plan for the next stage for your business, for yourself, and for generations to come.

Part 1: Succession Planning

This workshop begins by helping entrepreneurs understand the steps to planning for the eventual transfer of the business. This includes knowing the value of the business, choosing and preparing the appropriate successor, and having it all in writing At the end of this section, clients should be prepared for a variety of business exit strategies both voluntary and involuntary ones.

Part 2: Retirement Planning

Once clients have determined the next steps for their business and their business’ worth, they can start focusing on the next steps in their own lives. In this section, we will discuss issues that arising with having your business be your retirement planning, and other options to save and provide for your retirement.   

Part 3: Estate Planning

Ultimately, this workshop will culminate discussing multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, and the planning documents needed to  leave a lasting legacy. It is never too early to start planning ahead!



Registration Information

Registration Fee: $55.00*

Veterans: Free admission is available for this class.  Click Here for details.

Walk-ins: If space allows, you can register at the door and pay via PayPal.

Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.

Seating is Limited.  This class begins promptly at 9:30 am so please arrive by 9:15 to sign in and get seated.

If you have trouble registering, send an email to info@svscore.org

Update: This will be a live video conference class.  The link to join will be sent to you upon registration.

Register Now! 



About The Speaker: 

My mission  is to  help individuals, families and business owners achieve financial freedom through customized and effective strategies. With over 25 years of experience,  I have the skills and knowledge necessary to provide financial solu­tions to my clients as they plan for retirement and other fi­nancial milestones. My personal goal is to become a lifetime resource for  each  and  every client.