Location:
Digital Media Center (VM Heard)
1300 S Bristol
Santa Ana, CA 92704
Driving Directions
Corner of Wilshire & Bristol 2 Blocks North of Edinger
Walk-ins Please Bring A Business Card
SBA/SCORE
5 Hutton Centre Drive, Ste 900
Santa Ana, CA 92707
www.score114.org
Are You Ready To Exit? Succession Planning For Small Business Owners
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
Mandy Woo and Robert Corbin present this workshop.
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)
Limited seating, save yours
SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin or disability