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.

EPI SD & OC Chapter

Virtual Business Owner Forums
Limited Time Commitment │Powerful Insights from the Owners Themselves

In just 30-minutes each, learn what’s Behind the Business Succession Plan as SD & OC chapter president, Joe Strazzeri, interviews some of his own clients in various stages of exit and perspective.

Remaining in 2021:

  • Tues, September 28; 8:00 – 8:30am PTOwner that declined offer to sell after due diligence
  • Tues, November 16; 8:00 – 8:30am PTHusband and wife owners transferring to the next generation


Register or access prior recordings:

You may watch the presentation from our July 20, 2021 session with Trevor, a $100million+ exiting owner below:

To download a copy of the presentation, please request your copy on our SCI Academy site: