Date & Time:

Wednesday, May 15, 2019 from 1:00 PM to 2:30 PM PDT
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National University 
3390 Harbor Blvd
Costa Mesa, CA 92626
Driving Directions 

$45 at the door
(Credit Card or Check Only)
$35 if you pre-register online


Walk-ins Please Bring A Business Card

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration



5 Hutton Centre Drive, Ste 900
Santa Ana, CA 92707


Simple Steps for Exiting Your Business – Succession Planning

Only 30% of businesses survive through the second generation. The one statistic we don’t need research to prove: 100% of business owners will exit their businesses someday. In order to exit your business on your terms, this workshop will educate business owners on how to begin the process of setting up an exit strategy from the business – both voluntary and involuntary. The workshop includes case studies of real life examples. 

Key takeaways:
• Understand the “golden rules” of succession planning
• Know the six ways to exit a business
• Understand the pros, the cons, and the risks that come with each option of exiting a business

Bernd Steinebrunner presents this workshop.

Bernd Steinebrunner, Certified Financial Planner, has been advising small business owners and their families on business planning, employee benefits, retirement, and legacy planning for over twelve years. He is passionate about helping individuals make smart financial decisions as they navigate transitions in their lives.

(Registration/Check-in 12:30 to 1:00 PM) 



Limited seating, save yours 

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SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin or disability