Recent Meetups
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January 25 at 8:00 AM, 3 Owners attended
Business Transition Planning WorkshopThey rated it
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The purpose of this group is to engage in a multi-disciplinary conversation to engage business owners planning on retiring within the next 10 years. If you are the owner of a business with revenues between $3M and $50M /year you are invited to join with other owners to ponder the issues relevant to transitioning ownership or management of your business.
This is a relationship-building and knowledge building workshop in which expert presenters from various fields will take the mystery out of exiting your business and help you get the most money for your business.
Presenters will be from the field of law, accounting, finance, banking, wealth preservation, and psychology. This is a multi-disciplinary approach and our goal is to help you learn about the process and strategically plan for your future so you can become the CEO of your new life.
Sometimes leaving the business you've built can feel like you are dropping into a black hole of "nobody-ness". This is why founders often deep-six the sale of a business late in the process when the reality sets in of "life after business". After years of devotion to building and maintaining a business, who will you become once you leave your business?
Sellers need a plan, they need money, and they need to feel confident about the future they are creating. This group can open up new options and opportunities without any obligation or commitment to a given professional. No one will follow up with you unless you ask for contact.
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What's new
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Group Review
Kay Vogt wrote a group review
"Great group of 14 business owners. Wonderful experience for 1st meeting of the group." -
New Rating
"This was a great presentation by a team of very experienced professional presenters. The multi-disciplin
ary composition of the group was very helpful to provide multiple perspectives to the complicated process of exiting a business."
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Group Review
Shane Johnston wrote a group review
"I think this could be a great resource for business owners. Hopefully they continue to offer informative workshops on related topics."
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New Rating
"The panelists were knowledgeable and concise."
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New RSVP
Jan 25
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New Member
Shane Johnston joined
"I am a financial planner at Blue Summit Wealth Management"
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New RSVP
Jan 25
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New Member
Tanya Scott joined
"As a CPA, most of Tanya's clients are owner-managed businesses, and she has acquired the knowledge, skill and experience necessary to develop innovative and valuable solutions for the unique issues faced by these businesses."
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New RSVP
Jan 25
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39 Members
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80 Members (or "Chicks")
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near San Diego
