COMMUNITY EVENTS - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Community Events

The Founders Group is a part of our Thought Leader Community.  Many Business Owner programs are conducted by the Counselors of the Founders Group throughout the year.  A list of  the Community Events and Speaker Engagements can be found on the Southern California Institute’s Academy website.

If you are interested in Joining us for one of our Community Insights events, visit

melisa and Joe close up

Speaking Engagements

The Counselors of the Founders Group speak locally and nationally to educate Business Owners and the Advisors they work with to help the Business Owner to realize when the business reaches the owner’s targeted attractiveness, readiness, and value.  We can facilitate The Decision – whether to continue to keep and grow the business or transition it.

Exit Planning Institute – Southern California Chapters
Virtual Business Owners’ Series

Grab a glass of wine and join us for this interactive weekly “happy hour” with business planning experts who will discuss best practices for businesses during the massive recovery of our economy.

Ask the experts about how to best utilize your PPP loan, get the largest amount of your loan forgiven, pros and cons of bringing back employees, looking ahead to decide if its best to keep, gift, shrink, grow, or sell… and much more!

Click Here to Register for one of our upcoming Sessions

You may watch the presentation from our June 4th session below.