September 2023
September 7 – The Deal Process: What Does it Mean, How to Prepare and What to Expect; presented by Rose Sorensen, Esq.
In addition to a quick update on the legal side of deal flow, Rose will provide an overview of the deal process itself. When helping a client go through a sale, understanding the process and setting expectations is still key. The advisory team must integrate a business owner’s business, personal, and financial goals into one strategy. Help your entrepreneurs not only understand the process but also navigate through to a successful completion with you as their key advisor.
September 14 – Pre-empted for Orange County EPI Chapter Meeting
Join us for Fiduciaries: Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear and David Osgood.
For full description and to register, go to: www.SCInstitute.org/EPIOC
September 21 – Diving Deep to Increase Value; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
In professional diving, a depth that requires special equipment, procedures, or advanced training may be considered a deep dive. The same is true when it comes to assessing a business’s readiness and attractiveness for exit – whether that exit is internal, external, in whole or in part. In fact, to truly help an owner prepare and get the most from their business, those assessments should also be combined with the owner’s personal and financial readiness as well as at least a calculated valuation. Join Melisa to understand the different forms of valuations, from a “back of the napkin” value to a quality of earnings report. Help your clients understand how to get the most value from their business by combining the valuation with assessments that identify weighted scores in every category as well as gaps between the owners and an expert third party.
September 28 – The Ins and Outs of Charitable Remainder Trusts; presented by Steve Mancini, Esq.
CRT’s are just one of many estate tax reduction strategies available for clients to consider, but they are often one of the most talked about – and seldom really understood. Join Steve for this educational and insightful conversation about the background of CRT’s as well as how they fit into your client’s overall planning and the most frequently asked questions. Join us to discuss:
October 2023
October 5 – Pre-empted for Behind the Conversation
Join us for two-days of deep self-reflection that results in increased awareness of you and your client’s behaviors to get engaged, compensated, and valued for the work you love the most. Learn more at www.scinstitute.org/BTC.
October 12 - Pre-empted for Orange County EPI Chapter Meeting
Join us for Case Study: When Family Business Conflict Stalls Business Succession Planning, presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA.
For full description and to register, go to: www.SCInstitute.org/EPIOC.
October 19 – Choosing a Trustee: Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear, Esq.
A fiduciary is defined as someone who has a legal obligation to act in the best interest of someone else. But, considering the variety of fiduciaries your clients have access to, what are the pros and cons of the different types from a small individual private fiduciary to the large corporate trust companies – what are the considerations and process for choosing the right fit for your clients and your practice? Ann will compare and contrast the various fiduciary options considering the types of assets they own, including real estate, businesses, and other investments. Explore and participate in a case study to help you determine how to guide your clients in choosing the best fiduciary option for them as well as which of them will also work with you as a collaborative partner versus an outsider.
October 26 – The New Commercial Real Estate Dilemma – Navigating CRE Debt and Devaluation in Business Succession Planning; presented by Jessie Greer, MSRE, CCIM, CPM, CEPA
Jessie will analyze existing CRE properties in a portfolio, share how to stress testing for future events like interest rate and operating expense increases and how they play a role in business valuations. He will then role it up to how that will affect cash flow for not only the property but for future cash flow of the estate by reduced distributions and reduction in value of the CRE asset. Help your business owners understand the sometimes-difficult realities and then determine the best path forward, whether keeping and growing the business, transitioning it to the next generation, or selling to a third party.
You can return to this page anytime to register for additional meetings.