The LA and OC Chapters of Exit Planning Institute Announce Owner’s Roundtable

The Los Angeles and Orange County Chapters of the Exit Planning Institute announce their 3rd Annual Owner’s Roundtable to take place on May 21, 2019 at the Torrance Cultural Arts Center from 7:00am - 12:30pm.


The Los Angeles and Orange County Chapters of the Exit Planning Institute announce their 3rd Annual Owner’s Roundtable to take place on May 21, 2019 at the Torrance Cultural Arts Center from 7:00am – 12:30pm.


A half-day, value-packed workshop designed for business owners who want to maximize the value of their businesses and exit on their terms, this year’s workshop and roundtable discussions will be organized with fellow business owners, advisors and tools that are dedicated to help business owners maximize the value of their business. For more information or to secure a seat please visit: https://scinstitute.org/or2019


All attendees will leave with new connections, self-identified action items, and their very own complimentary Extended Value Index Report. The report not only shows the current business value multiple, but also critical areas to focus on to increase the overall business value. Owners will have the opportunity to see this in action as we review it during the workshop.


Expert moderators and panelists include:


· Trever Acers, Managing Partner, Objective Capital Partners


· Kathleen Adams, CFP, CFBS, CLTC; Fraser Financial Group


· Sharon Buck, CFP, CPWA, EA, ChFC, CTFA, CEPA, ADFA, CLU, TEP; Vice President, Northern Trust Company


· Kimberly Fresca-Delaney, Vice President, Whittier Trust Investments and Wealth Management


· Selwyn Gerber, CPA, Board of Trustees, Jewish Community Foundation


· Bruce Givner, Esq.; Law Offices of Givner & Kaye


· Shelley Lightfoot, CEPA, Partner, The Founders Group


· Bart Loethen, Counsel, Tucker Ellis, LLP


· Merryll McElwain, MBA, CEPA, Senior Wealth Director, BNY Mellon Wealth Management


· Joe Sands, CVA, CTP, CIPA, CBI, CEPA; Managing Director, Corporate Finance Associates, LLC


· Kevin J. Sierzant, CEPA; Senior Director, BNY Mellon Wealth Management


· Melisa Silverman, JD, CEPA, CVA, SBA, CMEA; EPI LA Chapter President; President of Avenue M Advisors, Inc.; Managing Partner of The Founders Group


· Alan Spatz, Esq.; Partner, TroyGould Attorneys


· Joe Strazzeri, Esq., CEPA, Owner of Care to Know Family of Resources


The Owner’s Roundtable 2019 is proud to announce the following sponsors:


Platinum Level:


o Tucker Ellis LLP


o BNY Mellon Wealth Management


· Gold Level:


o Whittier Trust Investments and Wealth Management


o The Founders Group


o TroyGould Attorneys


Silver Level:


o City of Torrance


o Jewish Community Foundation Los Angeles


o Bank of America Private Bank


o Corporate Finance Associates, LLC


o Squar Milner


o Windes


o Northern Trust


o Infovera


Bronze Level:


o UBS


o CKR | Law


o Sherzer International


o Santoni Investigations


o Chase JP Morgan


o Social Jack


o Weinstock Manion, A Law Corporation


For more information or to secure a seat please visit: https://scinstitute.org/or2019

Release ID: 507657