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

Please be our guest for this 4-part, value-packed, virtual series designed for
business owners and CEOs of small-mid size companies who want to maximize the value of their
businesses and/or exit on their terms.


Part 1: Tuesday, September 1, 2:30 – 3:30pm PT
Pivot and/or Create New Revenue Streams

  • Effective leadership strategies
  • How to access more capital
  • How to choose your Bank/Banker

Part 2: Tuesday, September 29, 2:30 – 3:30pm PT
Tax and Estate Planning for the Sale of a Business

  • Asset Protection strategies
  • 10 Ways out of highly appreciated property
  • Charitable Planning

Part 3: Tuesday, Oct 27, 2:30 – 3:30pm PT
Business Operations, Tax Considerations, and End of Year Planning

  • How to capitalize on a business that is doing well
  • Legal issues related to bringing back employees
  • Landlord and tenant issues
  • How to handle insolvency

Part 4: Tuesday, November 17, 2:30 – 3:30pm PT
Transition or Succession Planning Changes in the Current Market

  • How to determine your business value (including IP assets)
  • Understanding Qualified Plan Strategies
  • Family Business Conflict/Governance

Click Here to Register for one of our upcoming Sessions

You may watch the presentation from our September 1st session below.

To download a copy of the presentation, please request your copy on our SCI Academy site: Virtual Business Owners Series – September 1st